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Industry awards

The skill and expertise of Fidelity’s investment team has been recognised by several independent organisations with Fidelity being awarded:

 

AAA Awards

Best Australian Share Fund in Money magazine’s Best of the Best Awards 2017

For the fourth consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2017. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner ^.


AAA Awards

Winner of the Lonsec Rising Star of the Year 2016

Kate Howitt was awarded the Lonsec Rising Star of the Year award in recognition of her experience and investment capabilities managing the Fidelity Australian Opportunities Fund. "It is immensely satisfying to be recognised as someone who can be expected to add value to client portfolios. That’s the point of what we do: to help people make the most of their retirement savings. It’s great to be a part of that" Kate commented.


AAA Awards

Best Australian Share Fund in Money magazine’s Best of the Best Awards 2016

For the third consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2016. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner ^.


AAA Awards

Winner of Investment Manager of the Year - Money Management and Super Review's 'Women in Financial Services Awards' 2015

Kate Howitt was awarded the Investment Manager of the Year at Money Management and Super Review’s third annual ‘Women in Financial Services Awards’. Kate Howitt has been Portfolio Manager of the Fidelity Australian Opportunities Fund since its inception in 2012 and was recognised for her inspirational work and leadership in the industry.


AAA Awards

Finalist in the Zenith/Professional Planner Funds Awards 2015 – Australian Equities Large Caps Sector

The Fidelity Australian Equities Fund was a Finalist in the Australian Equities Large Caps sector at the Professional Planner/Zenith Investment Partners Fund Awards. The awards recognise excellence in the application of a fund manager's investment philosophy and process in the management of their respective capability. Zenith follows a robust and comprehensive process for selecting the nominees and assigning the winners of each fund category, and this process builds on Zenith's established fund manager review and rating process.**


AAA Awards

'Highly Commended' Australian Equities Provider at the SMSF Awards 2015

Fidelity received highly commended in the ‘Australian Equities Provider’ award at the SMSF Awards in July 2015. The awards are based on a survey of experiences and insights of over 1,000 SMSF practitioners and are an initiative of professional services publication SMSF Adviser. The awards aim to recognise the companies that are delivering exceptional service and setting a benchmark for self-managed super fund professionals.
For more information on the award click here.


AAA Awards

Best Australian Share Fund in Money magazine’s Best of the Best Awards 2015

For the second consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2015. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner ^.
 


AAA Awards

Best Australian Share Fund in Money magazine’s Best of the Best Awards 2014

The Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2014. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner ^.
For more information on the award click here.


AAA Awards

The Asset Triple A Investment Awards 2013, 2012, 2011 and 2010 for Asset Management Company of the Year in Australia

The Asset Triple A 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, as well as achieving strong performances despite challenging market conditions. For more information on the award click here


AAA Awards

The Asset Triple A Investment Awards 2012 for Fund Manager of the Year - Platinum - Long-Only Equity Fund Manager of the Year

In addition to the above awards, The Asset Triple A Investment Awards have awarded Fidelity's Paul Taylor (Fidelity Australian Equities Fund) its Fund Manager of the Year in the category, Platinum - Long-Only Equity Fund Manager of the Year. This award recognises that the Fidelity Australian Equities Fund "has outperformed its benchmark since inception in June 2003". For further information click here.


S&P Fund Awards 2011 Sector Award Winner for Australian Equities - Large Cap*


Money Management Lonsec Fund Manager of the Year 2011

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." 


^You should click here for information published by Money magazine about the award and how the winner was selected. You should also refer to relevant research houses to obtain further information about the meaning of the rating and the rating scale on which the award may be based. Ratings are only one factor to be taken into account when deciding whether to invest. Ratings are subject to change without notice and may not be regularly updated. Fidelity pays a fee to some research houses for rating our funds

*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.

**The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 9, 2015 and 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. The use of the Fund Awards logo and artwork is limited to organisations which consent to these Terms of Use. Use of the logo implies this consent has been given. Any requests for variation of these terms of use must be made to: Conexus Financial, Level 1, 1 Castlereagh Street SYDNEY NSW 2000 Conexus Financial may terminate the licence to use the Professional Planner Zenith Fund Awards logo at any time upon written notice.

This website is intended to provide general information only and has been prepared without taking into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision.

© 2017 FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340.
Fidelity, Fidelity International and the Fidelity International 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 International. 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. © 2017 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, and the Fidelity International logo and F symbol are trademarks of FIL Limited.