A side-by-side comparison of Fidelity Investments and Schroders across firm type, scale, strategy, and geography.
Fidelity Investments manages roughly 10.2× the assets of the other firm.
No overlapping asset classes — these firms operate in entirely separate markets.
| Fidelity Investments | Schroders | |
|---|---|---|
| Basics | ||
| Firm type | Asset Manager | Asset Manager |
| Country | United States | United Kingdom |
| Founded | 1946 | 1804 |
| Firm age | 80 yrs | 222 yrs |
| Roles | Gp, Advisor, Lender | Lp, Gp |
| Scale & AUM | ||
| AUM | $7.8T | EUR 766.7B |
| Market position | Mega ($500B+) | Mega ($500B+) |
| AUM ratio | 10.2× larger | |
| Strategy & Focus | ||
| Investment style | Multi-asset | Multi-asset |
| Diversification | Broad | Broad |
| Strategies | 23 — Digital Assets / Crypto, Direct Lending, First Lien, Senior Secured | 28 — Mid-Market Buyout, Buyout, Growth Equity, Co-investment |
| Asset classes | fixed income, private equity, private credit, real estate, other, venture capital | private equity, real estate, infrastructure, fixed income, cash, private credit, venture capital, other |
| Shared strategies | 8: Real Estate Debt, Fund-of-Funds, Co-investment | |
| Shared asset classes | 6: fixed income, private equity, private credit, real estate, other, venture capital | |
| Geography | ||
| Geographic bias | North America | United Kingdom |
| Regions | Global, North America, North America, United States | United Kingdom, United States, Europe, Asia |
| Shared geographies | United States | |
| Fund Portfolio | ||
| Published funds | 17 | 28 |
| Largest fund | Fidelity Credit Opportunities Fund II LP | Schroders Capital Private Equity Global Direct IV |
| Vintage range | 2020–2026 | 2023–2026 |
| Fund statuses | Investing (17) | Fundraising (26), Closed (2) |
| Team | ||
| Total contacts | 18 | 38 |
| Team-to-AUM ratio | 0.0 per $B | 0.0 per $B |
| Network & Relationships | ||
| Connectivity | 8/100 | 70/100 |
| Network strength | 1/100 | 32/100 |
| Relationships | 1 | 23 |
| Relationship density | Low | High |
| Network maturity | Emerging | Emerging |
| Similarity | ||
| Overall similarity | 37% | |
| Strategy overlap | 19% | |
| Asset class overlap | 75% | |
| Geography overlap | 14% | |
Fidelity Investments is a asset manager based in United States, while Schroders is a asset manager based in United Kingdom. This page compares their firm type, assets under management, strategies, and geographic focus.
By reported AUM, Fidelity Investments is larger ($7.8T vs EUR 766.7B).