Currency funds (Fidelity Funds II)
Fidelity's currency fund range offers investors excellent capital security combined with attractive rates of interest - with an AAA rating (the highest possible) from Moody's - the world renowned credit rating agency.
They are designed for all types of investors - companies, trusts, financial institutions and private individuals - who need a reliable deposit service which combines speed and efficiency with a minimum of paperwork.
They are designed for all types of investors - companies, trusts, financial institutions and private individuals - who need a reliable deposit service which combines speed and efficiency with a minimum of paperwork.
Competitive Interest Rates
Fidelity's currency funds invest in the 'wholesale' markets. All investors in the funds - however large or small their holding - are able to benefit from competitive rates of interest which would otherwise only be available to those with substantial sums to invest.
Currency Conversion
Fidelity's currency funds offer investors competitive deposit and exchange rates, providing a convenient and cost-effective alternative to bank deposit accounts. In our opinion, this makes the Funds particularly beneficial for private and institutional investors who need to hold foreign currencies within an investment portfolio, Businesses which need to set aside amounts to pay for goods in a foreign currency and Expatriates who need multi-currency deposits - perhaps because they are paid in a foreign currency.
Fidelity's currency funds invest in the 'wholesale' markets. All investors in the funds - however large or small their holding - are able to benefit from competitive rates of interest which would otherwise only be available to those with substantial sums to invest.
Currency Conversion
Fidelity's currency funds offer investors competitive deposit and exchange rates, providing a convenient and cost-effective alternative to bank deposit accounts. In our opinion, this makes the Funds particularly beneficial for private and institutional investors who need to hold foreign currencies within an investment portfolio, Businesses which need to set aside amounts to pay for goods in a foreign currency and Expatriates who need multi-currency deposits - perhaps because they are paid in a foreign currency.
The Benefits of Fidelity Currency Funds (Fidelity Funds II):
- Highest levels of security - rated Triple 'A' by Moody's Investor Services.
- High levels of flexibility and accessibility.
- No initial charge on investments.
- No switching charges.
- A minimum investment of just US$ 2,500 or currency equivalent.
- A wide range of currencies and competitive foreign exchange rates on switching.
Please note that for Fidelity Funds II Reserved funds and Bond funds initial charges and switching charges will apply.
Not all funds are authorised for sale in every jurisdiction and generally purchases may only be made through local distributors. For further details about fund registrations and local distributors telephone Luxembourg +(352) 250 4041.
