Where prosperity belongs
Fidelity Private Investment Program offers a range of investment pools designed to meet the needs of affluent investors. We bring investors an integrated approach to our investment process, while leveraging our strong global capabilities to create solutions that will help investors achieve their financial goals.
Disciplined investment approaches with rigorous risk controls
Combining world-class money management with features and benefits that deliver outstanding value.
Attractive management fees
Attractive fees that further reduce as investment increases.
Wide range of investment choices
Sixteen pools including core and balanced mandates.
Premium ongoing support
Enhanced account reporting, plus access to a dedicated client services team and Fidelity Private Investment Program website.
Tax-smart options
Tax-smart options on most pools for non-registered accounts, including Fidelity Capital Structure and Fidelity Tax-Smart CashFlow™.
For more information, please contact your financial advisor.
Equity pools
Concentrated Canadian Equity Private Pool
Concentrated Value Private Pool
Global Equity Currency Neutral Private Pool
International Equity Private Pool
International Equity Currency Neutral Private Pool
U.S. Equity Currency Neutral Private Pool
Multi-asset class pools
Asset Allocation Currency Neutral Private Pool
Balanced Currency Neutral Private Pool
Balanced Income Currency Neutral Private Pool
Conservative Income Private Pool
Global Asset Allocation Private Pool
Global Asset Allocation Currency Neutral Private Pool
U.S. Growth and Income Private Pool
Fixed-income pools
Premium Fixed Income Private Pool Class1
Premium Fixed Income Private Pool
Premium Money Market Private Pool
Premium Tactical Fixed Income Private Pool
1Fidelity Premium Fixed Income Private Pool Class is closed to new investment.