Fidelity to bring in performance-based fee structure

James Phillips
clock • 2 min read

Fidelity International will adopt a new active fund fee model that shares the risk and reward of investment performance with clients, known as a "fulcrum fee".

Client fees will vary depending on whether the £305bn asset manager has outperformed or underperformed benchmarks, with the base management fee reduced. Where there is outperformance, both Fidel...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

James Phillips
Author spotlight

James Phillips

Professional Pensions journalist from 2016-2022

More on Investment

LGPS Central expands its infrastructure co-investment strategy

LGPS Central expands its infrastructure co-investment strategy

Pool makes investment in vertically integrated renewables power producer

Jonathan Stapleton
clock 29 January 2026 • 2 min read
Allocations to private markets reach new high as investors seek diversification

Allocations to private markets reach new high as investors seek diversification

Study finds almost half of investors expect to increase exposure over the next two years

Jonathan Stapleton
clock 28 January 2026 • 4 min read
Trustee Sustainability Working Group sets out key objectives for 2026

Trustee Sustainability Working Group sets out key objectives for 2026

Group says it is ‘determined to drive change’ in 2026, with climate change a key focus

Jonathan Stapleton
clock 27 January 2026 • 2 min read
Trustpilot