Fidelity International announces a new partnership with Flying Colours Investment Management Limited (FCIM). Fidelity has launched two custom-designed OEIC funds exclusively available to clients of Flying Colours Advice Limited, which is a sister company to FCIM. These are the Fidelity ProsperityBuild Fund and Fidelity ProsperityShield Fund.
Utilising Fidelity’s long-standing investment expertise, FCIM appointed Fidelity to create two bespoke funds, specifically designed to meet the unique investment needs and objectives of their clients, focusing on growth and capital preservation strategies.
Fidelity ProsperityBuild Fund is grounded in a systematic and research-driven investment process that aims to deliver long-term capital growth. The strategy harnesses Fidelity’s global equity research to build a diversified portfolio of high-conviction stocks. Using a disciplined and repeatable framework, the fund translates fundamental insights into consistent equity exposure, offering investors a transparent and adaptable way to access Fidelity’s global fundamental research platform.
Fidelity ProsperityShield Fund is built on a rigorous and flexible investment process that seeks to achieve capital preservation and low volatility, while maintaining the potential for upside. It employs a dual-component strategy with offensive and defensive sleeves. This approach utilises top-down asset allocation and tactical flexibility, drawing from Fidelity’s deep expertise across asset classes and active risk management. This disciplined and adaptive framework positions the portfolio to deliver a consistent return premium over cash, with better risk-adjusted returns than traditional global aggregate bonds.
Commenting on the partnership, Dennis Pellerito, Head of Wholesale, UK at Fidelity International said: “We are delighted to be working with FCIM on these customised products and are excited about growing our partnership in the future. This collaboration shows how our extensive research expertise and investment capabilities allow us to create bespoke and innovative solutions, enabling our partners to add and deliver exceptional value to their clients in a competitive marketplace.”
Renzo Desbordes, Investment Director at Flying Colours Investment Management said: “The launch of this kind of partnership with Fidelity represents a pivotal moment for Flying Colours. By aligning with a globally respected institution, we’re unlocking access to high-quality investment strategies and research capabilities that would otherwise be out of reach for individual clients. This collaboration not only enhances portfolio construction and diversification but also sets a new standard for innovation and value in the model portfolio service space.”
