Fidelity® International Strategy


A separately managed account that diversifies across developed-market countries outside the U.S. in an effort to deliver returns greater than the MSCI EAFE Index (Net MA Tax) over a full market cycle.


Already have a dedicated Fidelity advisor?
Schedule an appointment (login required)
  

Potential for long-term growth through active management using a blend of international growth, value and core investment styles in developed-market countries outside the U.S.

  

Ongoing tax-management with the potential for year-round tax-loss harvesting opportunities and other tax-smart investing techniques available in taxable accounts.4

  

Active investment process emphasizing diversification and growth potential is driven by in-depth research that leverages out experience, discussions with corporate leaders, proprietary tools, and global presence.

Types of investments

Primarily American Depositary Receipts (ADRs) and a completion fund1

 

Investment strategy

Focuses on diversifying your portfolio across non-U.S. developed-market countries and equity styles: growth, value, and core

 

Minimum investment

$100,0002

 

Annual Advisory Fee

0.30%–0.70%3

(varies based on total assets invested)

FAQs: Fidelity® International Strategy

  • What is the investment objective of this strategy?

    This strategy focuses on diversifying your portfolio across international large cap equity styles—growth, value, & core—by combining model holdings from Fidelity Management & Research Company LLC and tilting the portfolio opportunistically across those styles, seeking capital appreciation and to outperform the MSCI EAFE Index (Net MA Tax) over a full market cycle.

  • Who manages my money?

    Fidelity Personal and Workplace Advisors LLC (FPWA), has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management of Fidelity® International Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight.

  • What kind of investments can I expect in my account?

    The account is primarily invested in ADRs and shares in a completion fund. The holdings are diversified across non-U.S. developed-market countries and international equity styles: growth, value, and core.

  • How are the investments chosen for my account?

    Strategic Advisers LLC will make investment decisions for Fidelity® Strategic Disciplines equity accounts based on a range of factors, including a particular security's risk and return characteristics and a desire to build a portfolio aligned to your selected strategy.

  • Can I choose my own investments?

    You may not direct the purchase or sale of individual investments in your Fidelity® Strategic Disciplines account. By enrolling in a managed account service like Fidelity® Strategic Disciplines you turn the day-to-day management of your investments over to a team of investment professionals. However, you are entitled to place reasonable restrictions on the management of your account, such as limitations on industries or individual companies from the stocks we'll consider when building your portfolio.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • How much do I need to open an account?

    The minimum funding amount is $100,000.2 Accounts can be funded with a check, bank wire, an exchange purchase from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

  • How much does it cost?

    Gross advisory fees range from 0.30% to 0.70% based on account balance.3

Let's talk about how we can work together

Contact us today to set up an appointment.