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Funds

Fidelity International's choice of high quality investment products are designed to help you achieve your financial objectives.

Active fund management and a commitment to fundamental in-depth research are the cornerstones of Fidelity’s investment approach.  We apply these principles to all our asset management disciplines enabling us to uncover the best opportunities for investors.

Our Australian, global and regionally-focused products are backed by one of the largest buy-side research teams in the world, with a network of over 400** portfolio managers, research professionals and traders across 12 countries.  This makes it possible for Fidelity to research investment opportunities from the bottom-up, to ensure every holding in every Fidelity fund is a sustainable long-term investment.

View Fund PDS and Forms

  • Fidelity Australian Equities Fund

    A consistent, top quartile performer* over 3, 5 and 10 years, the Fidelity Australian Equities Fund is highly rated.

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  • Fidelity Australian Opportunities Fund

    The Fidelity Australian Opportunities Fund invests in a diverse range of up to 70 stocks with typically a greater number of smaller-cap holdings.

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  • Fidelity Future Leaders Fund

    Access to the companies of tomorrow; small- and mid-cap stocks you might otherwise miss. 

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  • Fidelity Global Equities Fund

    Providing access to some of the world's best investment opportunities, this core international holding has over 15 years track record.

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  • Fidelity Hedged Global Equities Fund

    Providing access to some of the world's best investment opportunities, this core international holding has over 18 years track record. Returns in AUD are substantially hedged against currency fluctuations.

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  • Fidelity Global Demographics Fund

    The world's population is getting bigger, wealthier and older.  This fund invests in global stocks where demographic factors are the single most important driver of company growth.

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  • Fidelity Global Emerging Markets Fund

    Participate in the growth potential of some of the world's fastest growing economies.  This fund aims to unearth attractively valued companies that we believe have the ability to sustain high levels of economic growth.

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  • Fidelity Global Dividend Growth Fund

    Aims to invest in a selection of 40-60 global companies that typically have a track record of strong, sustainable dividend growth as well as strong capital growth.  

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  • Fidelity Hedged Global Dividend Growth Fund

    Aims to invest in a selection of 40-60 global companies that typically have a track record of strong, sustainable dividend growth as well as strong capital growth. Returns in AUD are substantially hedged against currency fluctuations.

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  • Fidelity Asia Fund

    Tap into some of the best picks of Asian equities and access the compelling growth opportunities across this diverse region.

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  • Fidelity China Fund

    Access the China growth story through this diversified fund, with rare access to the domestic China ‘A’ share market. Run with a ‘contrarian’ approach this fund unearths overlooked investment opportunities.

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  • Fidelity India Fund

    Tap into one of the world's fastest growing economies through this risk-aware fund, playing to the theme that India’s rising incomes and growing middle class are boosting spending and creating investment opportunities.

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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.

Notice of reliance on ASIC Class Order [CO 13/655]: On and from 26 May 2015, FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, as responsible entity of the: Fidelity Australian Equities Fund; Fidelity Australian Opportunities Fund; Fidelity Future Leaders Fund; Fidelity Global Equities Fund; Fidelity Asia Fund; Fidelity Global Demographics Fund; Fidelity Global Emerging Markets Fund; Fidelity China Fund; Fidelity India Fund; Fidelity Global Strategic Bond Fund; Fidelity Hedged Global Equities Fund; and Fidelity Select Global Small Cap Fund, has determined that it will rely on ASIC Class Order [CO 13/655] in relation to each of those registered managed investment schemes and any other managed investment schemes registered from this date onwards.

*Morningstar quartiles calculated as at 31 March 2016 for the Equity Australia Large Blend peer group. Past performance is not a reliable indicator of future performance.

** As at 31 March 2016. Includes research professionals, portfolio managers, traders and divisional management.

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.

© 2016 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. © 2016 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, and the Fidelity International logo and F symbol are trademarks of FIL Limited.