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Regulation
08 July 2025 by Maja Garaca Djurdjevic

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Fidelity to lower investment threshold

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2 minute read

Fund manager Fidelity International Australia plans to lower the minimum investment threshold for its managed funds from $500,000 to less than $50,000 in an effort to attract more direct investors to the firm.

 Currently, Fidelity only offers its products to the institutional and platform market.

However, demand for the products was increasing from financial planners who did not use platforms and from direct investors, including self-managed superannuation funds, Fidelity International Australia managing director Gerard Doherty said.

"We know that the self-managed super market is 30 per cent of the assets now," Doherty said.

 
 

"Research suggests that about half of that market is self-selecting."

 

To be able to lower its threshold, Fidelity will need to build up its back office to deal with an increase in account numbers.