Fidelity funds

You can invest in Australian and overseas companies through our range of managed funds, including global funds, regional funds and country specific funds. While the information on this website will give you a flavour of each of our funds, we strongly recommend talking to an adviser and reading the relevant documentation including the Product Disclosure Statement (PDS) before making an investment decision.

Australian equities

Australian companies have delivered solid returns for investors over the long-term. In fact, the Australian sharemarket was the world's best performer over the period 1900-2007, delivering a real (after inflation) rate of return averaging 7.9% per year over 107 years. 1

Because around 30-40% of Australian company earnings now come from offshore, input from Fidelity International's network of over 900 investment professionals around the world is crucial to the success of our bottom-up stock picking process. 2

1 Global Investment Returns Yearbook 2008. The next best performer was Sweden, returning 7.8% per year. The US came fourth on 6.5% per year.

2 These figures represent the resources of Fidelity International Limited, a Bermuda company and it subsidiaries, and its affiliate, FMR LLC, a US company and its subsidiaries as at 31 December 2008. "Investment professionals" includes portfolio managers, traders, research analysts and associates and divisional management.

Global equities

To enable Australian investors to access all the potential return and diversification benefits that global equities can provide, Fidelity International offers a number of global managed funds and funds that invest in the major regions of North America and Europe:

Asian equities

We've been investing in Asia for more than 30 years, giving us superior depth of experience. Today, we employ more than 1,000 people in nine offices in Asia and have around $90 billion in funds under management in the region. We have investment operations in Mumbai, Seoul, Singapore, Sydney and Tokyo, and business operations in Melbourne, New Delhi, Shanghai and Taipei. Fidelity's depth and breadth in the Asia Pacific region allows effective cross-fertilisation of ideas. Our portfolio managers and analysts in Asia are integrated with Fidelity International's global network of more than 900 investment professionals. 1

1 These figures represent the resources of Fidelity International Limited, a Bermuda company and it subsidiaries, and its affiliate, FMR LLC, a US company and its subsidiaries as at 31 December 2008. "Investment professionals" includes portfolio managers, traders, research analysts and associates and divisional management.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. FIL Investment Management (Australia) Limited ("Fidelity Australia") is a member of the FIL Limited group of companies commonly known as Fidelity International. 
This webpage and any framed attachments may contain general financial product advice and have been prepared without taking into account your objectives, financial situation or needs. You should consider whether the information contained on this webpage is appropriate to your objectives, financial situation and needs. You should consider the Product Disclosure Statement (PDS) relating to a financial product before making any decision about whether to acquire or hold the product. A copy of the appropriate PDS can be obtained by downloading it from this website. Past performance is not a reliable indicator of future performance.
The issuer of interests in the financial products referred to on this website is Perpetual Trust Services Limited (Perpetual). Perpetual is not the issuer of this document and takes no responsibility for its content. Details about Fidelity Australia's provision of financial services to retail clients are set out in our Financial Services Guide.