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About Fidelity

Established in 1969, Fidelity Worldwide Investment (Fidelity) is one of the world’s leading asset management companies. With a global network spanning the US, Europe, the Middle East, Africa and Asia Pacific, Fidelity and its subsidiaries manage over A$260 billion* for millions of investors.

Fidelity possesses one of the largest research teams in the world. Our investment professionals across the globe share the latest investment information and insights.

Fidelity operates three offices in Australia. These are located in Brisbane, Melbourne and Sydney.

Investment philosophy

At Fidelity, our investment philosophy is based on the following principles:

1. Markets are semi-efficient
2. Inefficiencies exist in the pricing of stocks
3. These inefficiencies can be exploited

However, it’s principle number three that truly underpins our investment philosophy.
We believe that our ability to exploit market inefficiencies is what sets us apart.

Through meticulous research and analysis, we uncover the rare market insights that enable us to make astute investment decisions. You might say that we take a forensic approach to investing.

What’s more, we conduct a rigorous examination on each of our investment opportunities.
Not only do we meet with the company, we also scrutinise their customers, suppliers, distributors and competitors.

It’s this process that gives us a three-dimensional view of companies – a view that allows us to accurately assess their performance and potential, without relying solely on bought-in research.

Investment capabilities

As we have one of the world's largest network of investment professionals, we are well positioned to capitalise on investment opportunities with speed and accuracy.

The fact that we review 90% of the world’s largest companies every 90 days, shows our far-reaching research capabilities, plus our methodical approach to investment.

What’s more, we have investment offices in key areas of the globe, allowing us to penetrate the business, economic, political and social landscapes in each region we operate. These offices are in Boston, Frankfurt, Hong Kong, London, Mumbai, Paris, Singapore, Sydney and Tokyo.

Quite simply, Fidelity possesses investment capabilities that few other asset management companies can match.

Product range

Fidelity Australia offers the following equities funds:

  • Asia Fund
  • Australian Equities Fund
  • China Fund
  • Europe Fund
  • Global Equities Fund
  • Hedged Global Equities Fund
  • India Fund
  • Japan Fund


* As at 31 March 2011 

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© 2012 FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340.
Fidelity, Fidelity Worldwide Investment and the Fidelity Worldwide Investment logo and F symbol are trademarks of FIL limited.

This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 ("Fidelity Australia"). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity Worldwide Investment. Prior to making an investment decision retail investors should seek advice from their financial adviser. Please remember past performance is not a guide to the future. Investors should also obtain and consider the Product Disclosure Statements ("PDS") for the fund mentioned in this document. The PDS is available on www.fidelity.com.au or can be obtained by contacting Fidelity Australia on 1800 119 270. This document has been prepared without taking into account your objectives, financial situation or needs. You should consider such matters before acting on the information contained in this document. This document may include general commentary on market activity, industry or sector trends or other broad based economic or political conditions which should not be construed as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be construed as a recommendation to buy, sell or hold these securities. While the information contained in this document has been prepared with reasonable care no responsibility or liability is accepted for any errors or omissions or misstatements however caused. The document may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity funds is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. References to ($) are in Australian dollars unless stated otherwise. © 2012 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity Worldwide Investment, and the Fidelity Worldwide Investment logo and F symbol are trademarks of FIL Limited.