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An exchange-traded fund (ETF) is a type of investment fund and exchange-traded product, i.e. they are traded on stock exchanges. ETFs are similar in many ways to mutual funds, except that ETFs are bought and sold from other owners throughout the day on stock exchanges whereas mutual funds are bought and sold from the issuer based on their price at day's end. An ETF holds assets such as stocks, bonds, currencies, futures contracts, and/or commodities such as gold bars, and generally operates with an arbitrage mechanism designed to keep it trading close to its net asset value, although deviations can occasionally occur. Most ETFs are index funds: that is, they hold the same securities in the same proportions as a certain stock market index or bond market index. The most popular ETFs in the U.S. replicate the S&P 500 Index, the total market index, the NASDAQ-100 index, the price of gold, the "growth" stocks in the Russell 1000 Index, or the index of the largest technology companies. With the exception of non-transparent actively managed ETFs, in most cases, the list of stocks that each ETF owns, as well as their weightings, is posted daily on the website of the issuer. The largest ETFs have annual fees of 0.03% of the amount invested, or even lower, although specialty ETFs can have annual fees well in excess of 1% of the amount invested. These fees are paid to the ETF issuer out of dividends received from the underlying holdings or from selling assets.
Peter Lynch is an American investor, mutual fund manager, and philanthropist. As the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, consistently more than double the S&P 500 stock market index and making it the best-performing mutual fund in the world. During his 13-year tenure, assets under management increased from US$18 million to $14 billion.
Edward Crosby "Ned" Johnson III is an American billionaire investor and businessman who, along with daughter Abigail Johnson, owns and runs Fidelity Investments and Fidelity International.
Fidelity Ventures was the venture capital arm of Fidelity Investments. Based in Boston, Massachusetts and London, Fidelity Ventures invested in emerging technology companies in North America and Europe. Their focus was on the go-to-market stage, where companies have products and early customer traction. Fidelity Ventures managed $1.5B in assets.
The Sega Genesis, known as the Mega Drive outside North America, is a 16-bit fourth-generation home video game console developed and sold by Sega. The Genesis was Sega's third console and the successor to the Master System. Sega released it in 1988 in Japan as the Mega Drive, and in 1989 in North America as the Genesis. In 1990, it was distributed as the Mega Drive by Virgin Mastertronic in Europe, Ozisoft in Australasia, and Tec Toy in Brazil. In South Korea, it was distributed by Samsung as the Super Gam*Boy and later the Super Aladdin Boy. In Russia, it was distributed by Forrus.
The Fidelity Magellan Fund is a U.S.-domiciled mutual fund from the Fidelity family of funds. It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. On January 14, 2008, Fidelity announced that the fund would open to new investors for the first time in over a decade.
M&G plc is a global investment manager headquartered in the City of London. It invests in and manages a wide range of assets including Equities, Fixed Income and Real Estate. It also manages more esoteric assets within the private finance arena such as Structured Products, Leveraged Finance, Project and Infrastructure Finance. After its de-merger from Prudential plc it has been listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
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The Nasdaq Composite is a stock market index that includes almost all stocks listed on the Nasdaq stock exchange. Along with the Dow Jones Industrial Average and S&P 500, it is one of the three most-followed stock market indices in the United States. The composition of the NASDAQ Composite is heavily weighted towards companies in the information technology sector. The Nasdaq-100, which includes 100 of the largest non-financial companies in the Nasdaq Composite, accounts for over 90% of the movement of the Nasdaq Composite.
Thomas H. Lee Partners, L.P. is an American private equity firm based in Boston, Massachusetts specializing in leveraged buyouts, growth capital, special situations, industry consolidations, and recapitalizations.
Fidelity European Trust is a large British investment trust dedicated to long-term investments across Continental Europe. Established in 1991, the company is a constituent of the FTSE 250 Index. The chairman is Vivian Bazalgette. The Trust is managed by Fidelity International. The company changed its name from Fidelity European Values to Fidelity European Trust on 1 October 2020.
Gerald Tsai Jr. was a billionaire investor and philanthropist who helped build Fidelity Investments into a mutual fund powerhouse.
Fidelity Special Values is an actively managed contrarian British investment trust that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the FTSE 250 Index. The chairman is Andy Irvine. The fund is managed by Fidelity International.
Bolt is an Estonian mobility company that offers vehicle for hire, micromobility, car-sharing, and food delivery services headquartered in Tallinn and operating in over 300 cities in 45 countries in Europe, Africa, Western Asia and Latin America. The company has 75 million customers globally and more than 1.5 million drivers use Bolt platform to offer rides.
Fidelity International Ltd, or FIL for short, is a company that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity International was originally established in 1969 as the international investment subsidiary of Fidelity Investments in Boston before being spun out as an independent business in 1980. Since then, it has continued to operate as a private company owned by its employees.
Edward Crosby Johnson II (1898–1984) was an American businessman and lawyer who founded Fidelity Investments.
Origin North Ltd., formerly RHA Technologies Ltd., is a British independently owned audio company specialising in the design and production of in-ear headphones.
VinaCapital Vietnam Opportunity Fund is a large British investment trust dedicated to investments in capital markets, private equity, undervalued assets, privatised assets, property and private placements. It is managed by VinaCapital. After transferring from the Alternative Investment Market to a full listing in March 2016, the company went on to become a constituent of the FTSE 250 Index. The Chairman is Huw Evans. Andy Ho is the Managing Director.
Geode Capital Management, LLC (Geode) is an American Investment Management firm based in Boston, Massachusetts.
References
- ↑ "Genesis Emerging Markets Fund". Trust.net. Retrieved 1 March 2020.
- ↑ "Genesis Emerging Markets Fund". Citywire. Retrieved 1 March 2020.
- ↑ "Appointment of Fidelity International as the Company's manager confirmed". Fidelity. Retrieved 18 March 2022.
