Fidelity Securities Limited (FSL) is a professional fund management firm licensed and regulated by the Securities and Exchange Commission of Ghana (SEC) and registered with the National Pensions Regulatory Authority (NPRA) as a Pension Fund Manager.
FSL provides comprehensive investment banking services, covering Financial Advisory and Portfolio Management for both Institutional and Retail Clients. The company is wholly owned by Fidelity Bank, a leading bank in Ghana.
We have been operating over the past 15 years, meeting and exceeding clients’ objectives with reference to safety of capital, income and growth.
Product and services
We manage pension funds, provident funds, collective investment schemes, endowment funds, trust funds, private wealth management and other funds on behalf of companies and organisations including churches, governmental organisations, NGOs, old student associations, etc.
Fidelity Securities Limited currently operates two-unit trusts: Fidelity Fixed Income Trust and Fidelity Balanced Trust.
The Fidelity Fixed Income Trust is designed to help you boost your income by offering a steady growth on your investment. The fund invests in high quality fixed income securities with low risks.
The Fidelity Balanced Trust is an investment fund that offers sustainable growth to suit your growing needs. With this product, you will enjoy a unique blend of stability from the fixed income market and growth from the equity market.
The Fidelity Fixed Income Trust returned 18.74% in 2020 and 18.51% in 2021, while the Fidelity Balanced earned 11.67% and 25.67% in 2020 and 2021 respectively. These returns compare favourably with fund-specific performance benchmarks.
NB: Fund performance depends largely on market conditions.
Why do business with us?
- A combined experience of over 100 years of the Board and Management and expertise in Finance, Investment and Banking.
- Adjudged at the Ghana Accountancy and Finance (GAF) Awards as the Best Fund Manager in 2018, 2019 and 2021.
- Adjudged at the Ghana Accountancy and Finance (GAF) Awards as the Best Pension Fund Manager in 2019.
- Our approach is client-led (customers’ needs first) and market-driven (efficient allocation of funds based on developments on the market) to generate competitive returns.
How can you invest with us?
We are excited to partner you on your investment journey; from business advisory to pension fund management, provident fund management, private wealth management to collective investment schemes.
Kindly reach out to us on 0241695296 and via email on [email protected].
