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Fidelity 2016 National Adviser Forum

In this year’s unique panel discussion, Paul Taylor and Amit Lodha discuss why they continue to believe there are exciting investment opportunities to be found in Australia and globally. Discover what’s guiding their investment decisions in this volatile market- what signals, indicators and research help guide their conviction to invest in new companies, or sustain their position in existing investments to deliver long-term results to your clients.
 
Please find copies of the presentation below: 

Paul Taylor, Head of Australian Equities
Paul is the Portfolio Manager of the Fidelity Australian Equities Fund, which has delivered on average 12.8% pa returns to investors over the past 13 years.* 
 
Paul joined Fidelity in London in 1997 as an Investment Analyst and has been the Portfolio Manager of the Australian Equities Fund since 2003.

Click here to view his presentation

Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund
Amit is the Portfolio Manager for the Fidelity Global Equities Fund – a core global equities fund which has outperformed its benchmark over the past 1,3,5,7,10 and 15 year periods.*
 
Amit joined Fidelity in 2003 as an Investment Analyst and has managed global portfolios for Fidelity since 2008.

Click here to view his presentation
 
Alva Devoy, Managing Director
Alva joined Fidelity in 2014 as Investment Director, and is charged with matching client needs to Fidelity investment solutions, while retaining a watching brief on global investment markets.
 
Alva was a portfolio manager in Europe for ten years, before moving to Australia as a markets strategist for RBS Australia.

She has recently been promoted to the Managing Director of Australian operations. 

Click here to view her presentation
 

*As at 30 September 2016

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© 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.