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Across the world, millions of investors benefit from Fidelity's funds management expertise.
Fidelity Investment Managers provide asset management services across Europe, the Middle East, Africa and the Asia-Pacific region. Our US affiliate, Fidelity Management and Research (FMR), and Fidelity Investments' institutional asset manager, Pyramis Global Advisors, serves the Americas region and is one of the USA's largest investment managers. Fidelity maintains close links with FMR and Pyramis and the two companies draw on each other's extensive research capabilities, giving our portfolio managers access to detailed up-to-date analysis on companies that make up around 95% of global market capitalisation.
The independence we enjoy as a privately owned company enables us to concentrate on developing innovative products and providing the highest levels of customer service. We have always believed it is in the interest of our investors to focus exclusively on asset management.
We believe Fidelity’s success as an international financial services provider is a result of our commitment to act in the best interests of our clients. The strength of our global investment team enables us to uncover excellent investment opportunities through disciplined investment processes. This has also helped us to deliver consistent, award-winning performance for our clients both around the world and here in Australia.
Institutional only funds
| Fund |
|---|
| Fidelity Australian Equities Fund
To produce long-term capital appreciation greater than the S&P / ASX 200 Accumulation Index over a rolling 3 year period. |
| Fidelity Select Global Equities Fund
To achieve returns in excess of the MSCI World (ex Australia & New Zealand) Index, net dividends reinvested, over a rolling three year period. |
| Fidelity Select Global Small Cap Fund
To achieve returns in excess of the S&P Developed SmallCap Index over the suggested minimum investment time period of five years. |
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.