|
|
There was an issue with your input |
Alternatives
Offer your clients a wider range of investment opportunities with our expanding lineup of alternative investments.
Contact us Contact usReasons to consider adding alternatives to a portfolio
Expanded investment universe
Alternative investments can be a way to expand beyond traditional asset classes, providing additional investment options to potentially grow and protect your wealth.
Enhanced returns and income
Various types of alternative investments can help improve total returns and income, potentially bolstering a portfolio's overall performance across market cycles.
Diversification
Alternative investments can provide returns that differ from traditional investments as well as the opportunity to manage risk.
Types of alternative investments
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.
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.
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.
Liquid alternatives
Seeks to diversify and manage risk by generating less correlated returns using a combination of stocks, bonds, commodities, currencies, leverage, and derivatives.
Digital assets
Seeks to provide growth and diversification by investing in digital assets such as cryptocurrencies and other crypto tokens.
Access a growing lineup of alternative solutions
Private Placements
Fidelity offers private funds for eligible investors in:
- Private equity
- Distressed debt
- Real estate debt
- Direct lending
- Core real estate
- Digital assets
Contact your Fidelity representative for more information.
Fidelity Private Credit Fund
Seeks to generate current income by providing access to directly originated loans made to U.S. middle and upper-middle market private companies.
fidcredit.comBrowse all alternative mutual funds
Find opportunities for your clients beyond traditional stocks and bonds.
Fidelity alternative investments Beyond the traditional
Strong asset management foundation
Established and growing expertise across categories
Competitive offerings
Want to know more?
Let's talk about alternative investment solutions for your clients.
Contact us Contact us- * Commodity interest trading involves substantial risk of loss. Past Performance is not indicative of future results.
- Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Risks associated with alternative investments include: alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.