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Funds

Fidelity Worldwide Investment'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 380** 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.

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  • Fidelity Australian Equities Fund

    A consistent, top-quartile performer over every major time period in the last decade, 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 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 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 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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  • Fidelity Global Strategic Bond Fund

    A core global fixed income fund designed to provide low volatility, diversification and regular income.

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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 15 years track record. Returns in AUD are substantially hedged against currency fluctuations.

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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.

** As at 30 June 2014. Includes research professionals, portfolio managers, traders and divisional management.

† Based on the Mercer Wholesale-Equity-Australia-All Cap-Core Universe as at 30 September 2014. Notes about the Mercer universe: includes funds according to criteria determined by Mercer – it does not include all international share funds available in Australia. Should be distinguished from the Mercer institutional performance surveys.

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.