Fidelity unveils three Advisor funds

Fidelity Investments today added international real estate, Canada and small cap funds to their Advisor fund roster.
MAY 15, 2007
By  Bloomberg
Fidelity Investments today added international real estate, Canada and small cap funds to their Advisor fund roster. Fidelity Advisor International Real Estate, Fidelity Advisor Canada and Fidelity Advisor Small Cap Independence funds will provide financial advisers and their clients with greater diversification across asset classes and geographical areas, Boston-based Fidelity said in a statement. Class A, T, B, C and Institutional shares will be offered through advisers at institutions such as brokerage firms, banks and insurance companies. With the addition of the three funds, Fidelity said it now offers 99 Advisor funds. “Creating a well-diversified portfolio for clients is the primary goal of any successful financial [adviser],” Martha B. Willis, executive vice president at Fidelity Investments Institutional Services Co., said in a statement. “By investing in a range of asset classes and geographical areas, [advisers] can add significant value to a client’s portfolio by mitigating risk through diversification and focusing on long-term investment objectives.”

Latest News

'Bogged down' advisors just want to have fun (again)
'Bogged down' advisors just want to have fun (again)

Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.

Vestwell unveils new emergency savings account offering
Vestwell unveils new emergency savings account offering

The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.

'Money Mimosas' and other ways to show your Valentine financial love
'Money Mimosas' and other ways to show your Valentine financial love

Wealth managers offer unique ideas for couples to grow closer emotionally and financially.

Limra research finds financial confidence on the rise among Black American workers
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

DOGE efforts sideswipe muni bonds backed by federal lease payments
DOGE efforts sideswipe muni bonds backed by federal lease payments

Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.

SPONSORED Record growth: Interval funds emerge as key players in alternative investments

Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.