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LIQUID ALTERNATIVES
Active alternative mutual funds
Fidelity’s active alternative mutual funds pair alternative investment strategies with the flexibility of the mutual fund vehicle to help investors achieve desired investment outcomes.
Unlock portfolio potential with active alternative mutual funds
Our funds are designed to improve your portfolio resiliency by complementing traditional stock and bond investments.
Enhance return potential
Aims to enhance overall portfolio returns across market environments.
Improve diversification
Helps to diversify traditional stock-bond portfolios by adding uncorrelated sources of returns.
Mitigate risk
Seeks to reduce portfolio volatility and protect against downside risk.
Browse active alternative mutual funds
FA Hedged Equity Fund
For clients seeking equity exposure with built in downside protection.
FA Risk Parity Fund
For clients seeking risk balanced exposure across asset classes.
FA Equity Market Neutral Fund
For clients seeking to enhance and diversify returns from equity market neutral investing.
Commodity interest trading involves substantial risk of loss. Past performance is not indicative of future results. Diversification does not ensure a profit or guarantee against a loss.
Liquid alternatives
Hear from Eric Granat, liquid alternatives portfolio manager at Fidelity.
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PODCAST
Exploring options and options-based investing strategies
Hear from Eric Granat on why options-based strategies are worth considering as an alternative to the traditional 60/40 portfolio mix.
Research & insights
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Investing Ideas
Alternative investments and their roles in multi-asset class portfolios
Many investors look to alternatives to broaden the investment opportunity set and help enhance a portfolio's returns, manage downside risk, and improve diversification.
Investing Ideas
Liquid alternatives: The power of equity options-based strategies
Thoughtfully designed and well-executed equity options-based strategies are outcome focused investments that allow investors to remain invested while mitigating downside risk, reducing volatility, or generating income.
Research
Building portfolios with alternatives
Learn how private equity, private credit, private real assets and liquid alternatives can fit into client portfolios.
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Let’s talk about alternative investment solutions for your clients.
liquid alternatives
Active alternative ETFs
Fidelity’s active alternative ETFs combine the flexibility of the ETF wrapper with outcome-oriented alternative investment strategies.
Browse more types of alternatives
Private credit
Seeks to provide higher income and/or total returns versus public credit markets by investing in privately negotiated loans, bonds, or other below-investment-grade debt instruments.
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Digital assets
Seeks to provide growth and diversification by investing in digital assets, such as cryptocurrencies like bitcoin and ether.
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Real assets
Seeks to provide attractive total returns, diversification from traditional investments, and income through exposure to physical assets, such as real estate, infrastructure, and agriculture.
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Private equity
Seeks to provide enhanced long-term capital appreciation by investing in the equity of private, non-traded companies and helping them optimize operations to drive future growth.
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Fidelity Diversifying Solutions LLC (“FDS”) is a registered investment adviser, registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, re al estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments maybe relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis maybe required before buying. Costs of purchase and sale may be relatively high.
Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They can become illiquid at any time and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment.
Fidelity Diversifying Solutions LLC (“FDS”) is a U.S. registered investment adviser, and CFTC registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC. Products and services may be presented by Fidelity Distributors Company LLC (FDC), a non-exclusive financial intermediary affiliated with FDS and compensated for such services.
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