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Funds

Fidelity manages a range of local and overseas investment funds. Whether it’s Australian, global or region-specific equities, each Fidelity fund is backed by our extensive research capabilities and worldwide network of analysts and portfolio managers.

The information on this website will give you a general overview of each fund. However, we strongly recommend that you discuss your personal situation with a financial adviser, plus read the accompanying product disclosure statement before making an investment decision.

Retail funds

Fund
Fidelity Asia Fund

Investment objective: To achieve returns in excess of the MSCI AC Asia (ex-Japan) Index over the suggested minimum investment time period of five to seven years.

Fidelity Australian Equities Fund

Investment objective: To achieve returns in excess of the S&P/ASX 200 Accumulation Index over the suggested minimum investment time period of five to seven years.

Benchmark: S&P/ASX 200 Accumulation Index

Fidelity Australian Opportunities Fund

Investment objective: To achieve returns in excess of the S&P/ASX 200 Accumulation Index over the suggested minimum investment time period of five to seven years. Access to an actively managed portfolio of up to 70 Australian shares.
Benchmark: S&P/ASX 200 Accumulation Index

Fidelity China Fund

Investment objective: To achieve returns in excess of the MSCI China Index over the suggested minimum investment time period of five to seven years.

Fidelity Future Leaders Fund

Investment objective: To achieve a return (before fees, costs and taxes) that exceeds the S&P/ASX Mid Small Index over a period of five to seven years.

Fidelity Global Demographics Fund

Investment objective: To achieve returns in excess of the MSCI ACWI (All Country World Index) Index over the suggested minimum investment time period of five to seven years.

Fidelity Global Emerging Markets Fund

Investment objective: To achieve returns in excess of the MSCI Emerging Markets Index over the suggested minimum investment time period of seven years plus.

Fidelity Global Equities Fund

Investment objective: To achieve returns in excess of the MSCI ACWI (All Country World Index) Index over the suggested minimum investment time period of five to seven years.

Fidelity Global Strategic Bond Fund

Investment objectives: To provide superior risk adjusted total returns over a five-year investment time-frame whilst mitigating downside risk and minimising volatility. 

Fidelity Hedged Global Equities Fund

Investment objective: To achieve returns in excess of the MSCI ACWI Index 100% Hedged to AUD over the suggested minimum investment time period of five to seven years.

Fidelity India Fund

Investment objective: To achieve returns in excess of the MSCI India Index over the suggested minimum investment time period of five to seven years.

Fund PDS and Forms
Proxy Voting
Continuous disclosure and financial reports

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.

© 2014 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. © 2014 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity Worldwide Investment, and the Fidelity Worldwide Investment logo and F symbol are trademarks of FIL Limited.