INVESTMENT PRODUCTS

Mutual funds

Build your legacy with high-quality, low-cost mutual funds that fit your needs.

What's a mutual fund?

A mutual fund is an investment vehicle comprised of a pool of funds from many investors that buys stocks, bonds and other securities. When you purchase a mutual fund, you get exposure to all the investments in that fund. Mutual funds make it easy to build a diversified portfolio and get professional management, so you do not have to research, buy, and track every security in the fund.

Lower costs

Our average expense ratio across our index mutual funds and ETFs is 83% lower than the industry average.*

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Less risk through more diversification

One mutual fund can invest in hundreds—sometimes thousands—of individual securities at once. So if any one security does poorly, the others are there to help offset that risk.

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Professional management

You don’t have to keep track of every security your mutual fund owns. The fund is managed by experts who take care of that for you.

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Enjoyment mutual fund options

Index funds

Enjoy the benefits of diversification, tax efficiency, and low costs with index mutual funds.

Actively managed funds

Our diligent selection of talent, paired with our consistent investment approach and client-first focus, sets our actively managed funds apart.

Target retirement funds

You make just one decision and the fund's managers do all the rebalancing for you.

ESG funds

Invest in what matters to you. Our ESG (environmental, social, governance) funds allow you to invest in funds that align with your personal preferences.

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- clientservices@fidelitytradex.com
- (+1) 8255576869 Toll-free

Fidelity Tradex Securities Ltd ("Fidelitytradex"), is authorised and regulated by the Financial Conduct Authority, the FCA, (FRN: 911285) for the conduct of investment business. Enjoyment acts as your agent in the conduct of business, and will open an account for you with Enjoyment Securities (Australia) Pty. Ltd. ("Fidelitytradex") ABN: 55 956 249 457, holder of an Australian Financial Services Licence Number 576990 and regulated by the Australian Securities and Investments Commission ("ASIC").