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Industry awards
The skill and expertise of Fidelity’s investment team and the consistent outperformance of the Fidelity Australian Equities Fund has been recognised by several independent organisations with Fidelity being awarded:
Money Management Lonsec
Fund Manager of the Year 2011
Australian Equities Broad Cap
Fidelity Australian Equities Fund has taken pole position in the Money Management Lonsec Fund Manager of the Year 2011 – Australian Equities Broad Cap category for its bottom-up, long-term stock analysis approach. Lonsec said “both the fund’s research team and performance were sound examples of quality and experience in the investment industry… The portfolio manager is supported by a well resourced and highly capable research team responsible for bottom-up stock analysis." For further information click here.
S&P Fund Awards 2011 Sector Award Winner for Australian Equities - Large Cap*
The Asset Triple A Investment Awards 2011 Asset Management Company of the Year in Australia
The Asset AAA Investment Awards cited Fidelity as "Asset Management Company of the Year in Australia". The Asia-wide magazine said the award recognises Fidelity’s lead in servicing the investing needs of institutional and corporate clients and consistently achieving above-benchmark performance. For further information click here.
Insto Annual Distinction Awards 2011
Fund Manager of the Year – Equities
Insto magazine named Fidelity Australia as Fund Manager of the Year- Equities in its 12th Annual Distinction Awards 2011. These awards are a measure of performance in Australia’s finance and capital markets. Over 30 international institutional investors were interviewed to determine a shortlist for each category which was then opened to on-line voting by users. For further information click here.
*Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) Fund Awards are determined using proprietary methodologies. Fund Awards and ratings are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change. For the latest ratings information please visit www.standardandpoors.com.au.
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.