Fidelity Institutional Asset Management

 

Fidelity Institutional Asset Management

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Important Performance Information


Returns shown for MSCI U.S. IMI Banks 5% Capped Index for the periods prior to September 1, 2016 are returns of MSCI U.S. IMI Banks 25/50 Index; returns shown for periods prior to January 1, 2010 are returns of the MSCI U.S. IM Banks Index. Returns shown for MSCI U.S. IMI Financials 5% Capped Index for the periods prior to September 1, 2016 are returns of MSCI U.S. IMI Financials 25/50 Index; returns shown for periods prior to January 1, 2010 are returns of the MSCI U.S. IM Financials Index.

Prior to 7/1/99, 2/1/07, 2/1/07, 12/1/10 and 6/1/11, respectively, Value Strategies, Trend, Growth Discovery, Emerging Asia, and Global Strategies operated under certain different investment policies and compared their performance to a different benchmark. Prior to 2/11/00, 9/1/00, 12/29/01, 10/1/04 and 12/1/07, respectively, Aggressive International, China Region, Focused Stock, International Discovery, and Mega Cap Stock operated under certain different investment policies. These funds' historical performance may not represent their current investment policies.

Prior to 10/1/06 Select IT Services, Select Consumer Discretionary, Select Industrials, Select Communications Equipment, Select Consumer Staples, and Select Materials were named Select Business Services and Outsourcing, Select Consumer Industries, Select Cyclical Industries, Select Developing Communications, Select Food and Agriculture, Select Industrial Materials, respectively. These funds and Select Utilities Growth operated under certain different investment policies and compared their performance to different secondary benchmarks prior to 10/1/06. Prior to 7/1/10 Select Environment and Alternative Energy was named Select Environmental and compared its performance to a different secondary benchmark. The funds' historical performance may not represent their current investment policies.

Prior to 12/1/18, Select Communication Services operated under certain different investment policies and compared its performance to a different benchmark. The fund's historical performance may not reflect its current investment policies. Index returns shown for the period January 1, 2010, to November 30, 2018, are returns of the MSCI U.S. IM Media 25/50 Index. Index returns shown for periods prior to January 1, 2010, are returns of the MSCI U.S. IM Media Index.


From time to time, FDC or its affiliates may pay its representatives additional compensation if they meet certain targets related to sales of the Fidelity funds, which may be weighted at different rates. Furthermore, certain representatives may be considered product specialists and may receive compensation, which may be weighted at different rates, solely for the sales of specific types of funds in which they specialize.


 
 

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