Fidelity in Taiwan

Global Strengths Working To Your Advantage

Global Asset Management Expert

Fidelity Worldwide Investment was established in 1969 to provide investment management services to investors outside of the United States. We manage assets for millions of investors around the world- from major institutions to individuals.

Fidelity opened its Tokyo office soon after the company was founded in 1969 and our success in Japan has served as a springboard for our expansion across the Asia Pacific region. We have had a fund management base in Hong Kong since 1981 and opened a Taiwan office five years later in 1986. Since 2000, Fidelity has opened office in Korea, Delhi, Mumbai, Singapore, Shanghai and Dalian, giving the company a presence in a total of 23 countries.

We maintain close links with our US based affiliate, Fidelity Management and Research Corp. (FMR) which was founded in Boston in 1946 and is one of the largest mutual fund companies in United States. The two companies draw on each other’s extensive research capability, which means our portfolio managers have access to detailed, up-to-date analysis on companies that make up 95% of global market capitalization. Fidelity’s established bottom-up, stock-by-stock investment approach, with research from over 900 investment professionals** on the ground worldwide has the potential to deliver consistent results for our investors for the long time.

Fidelity deeply rooted in Taiwan

Fidelity Worldwide Investment is one the earliest foreign asset management groups that came to Taiwan. In 1986, FIL Securities Investments Consulting (Taiwan) Limited was established to advise the various offshore funds issued by Fidelity and offer Taiwan investors the best investment advice. Since 2000, with the establishment of FIL Securities Investment Trust Co. (Taiwan) Limited , we have successfully created several funds denominated in NTD for Taiwan investors. In 2002, FIL Securities (Taiwan) Limited was established as a brokerage firm through which investors can buy and sell a number of offshore and domestic funds offered by various companies. As a conceptually “fund supermarket”, FIL Securities offers Taiwan investors the most comprehensive and reliable mutual fund investment services.

Value of private ownership

We believe Fidelity’s success as an international investment manager is a result of our commitment to act in the best interests of our investors. Our position as a privately owned company enables us to concentrate on developing innovative products and providing the highest levels of customer service.

Asset management is our sole focus

We have always believed it is in the best interests of our investors to be specializing exclusively in the field of asset management. Not only do we strive to achieve the best investment returns, we continue to invest heavily in people and technology to ensure we achieve the best for our investors.

1. *Fidelity/Fidelity Worldwide Investment means FIL Limited (FIL), established in Bermuda, and its subsidiary companies. Fidelity, Fidelity Worldwide Investment and Fidelity Worldwide Investment Logo are trademarks of FIL Limited.
2. **Source: FIL Limited, as of 06/30/2009. The figures represent the resources of FIL, and its subsidiaries, and FIL’s affiliate, FMR Corp., a US company and its subsidiaries. ‘Investment Professionals’ includes portfolio managers, research analysts and associates, and traders.