Our awards

We are thrilled to announce that the Fidelity Australian Equities Fund has been nominated for the 2022 Morningstar Fund Manager of the Year Domestic Equities - Large Cap Award¹.

This nomination is a testament to the Fund's strong track record through different market cycles, and Portfolio Manager, Paul Taylor's consistent investment approach over the last 18 years. 

The Fidelity Global Emerging Markets Fund is the proud winner of Money magazine’s 2022 Best of the Best International Emerging Markets Fund⁶ for the third year in a row.

The award recognises the fund’s patient and rigorous investment approach which guides our selection of our best ideas in emerging markets. 

Money magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25,000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner.

The Fidelity Future Leaders Fund has been named as a finalist in the 2021 Zenith Fund Awards for Australian Equities - Small Cap². This is the third year in a row that the Fund has been nominated.

The Zenith Fund awards are based on long-term factors derived from their extensive research and due diligence of fund managers. The awards also look at quantitative aspects of the fund's longer-term returns to investors.

The Fidelity Global Emerging Markets Fund has been awarded the 2021 Money magazine Best of the Best award for International Equities Emerging Markets⁶ for the second year in a row.

Money magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25,000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner.

The Fidelity Future Leaders Fund has been named as a finalist in the 2021 Zenith Fund Awards for Australian Equities - Small Cap³. This is the second year running that the Fund has been nominated.

The Zenith Fund awards are based on long-term factors derived from their extensive research and due diligence of fund managers. The awards also look at quantitative aspects of the fund's longer-term returns to investors.

The Fidelity Future Leaders Fund was awarded the Money Management Fund Manager of the Year - Australian Small/Mid Cap Equities - Highly Commended - 2020⁴ at the annual awards on 30 July 2020.

The awards use a combination of FE fundinfo’s quantitative fund data with the expertise of Money Management’s recognised research partners, Lonsec, Mercer, SQM Research and industry partner, IOOF to select winners.

The Fidelity Global Emerging Markets Fund won the Money Management Fund Manager of the Year - Global Emerging Market Equities - Winner - 2020⁴ at the annual awards on 30 July 2020.

The awards use a combination of FE fundinfo’s quantitative fund data with the expertise of Money Management’s recognised research partners, Lonsec, Mercer, SQM Research and industry partner, IOOF to select winners.

Fidelity International is proud to be awarded the 2020 Morningstar Australia Fund Manager of the Year⁵.

The award recognises Fidelity’s “impressive line-up of strategies that consistently outperform peers and indices across multiple asset classes. Harnessing the scale of a manager this size can be challenging, but Fidelity has proven to be a reliable choice for Australian investors in 2019. Australian equities lead the charge for the firm domestically, but other asset classes have also rewarded investors.”

Award winners are determined by a combination of qualitative research by Morningstar's manager research analysts; risk-adjusted medium- to long-term performance track records; and performance in the 2019 calendar year.

The Fidelity Global Emerging Markets Fund has been awarded the 2020 Money magazine Best of the Best award for International Equities Emerging Markets⁶.

Money magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25,000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner.

Fidelity International has won two categories at the 2019 Zenith Fund Award - International equities – emerging markets & regional and Australian equities - small cap⁶. Fidelity was also a finalist for Fund Manager of the Year.

The annual awards were held in Sydney on 11 October 2019. The award points to the skill and expertise of Fidelity’s investment team across Fidelity’s Future Leaders Fund, Asia Fund, and Global Emerging Markets Fund. It is awarded in the name of Fidelity rather than to a specific fund.

Fidelity Future Leaders Fund has won the 2020 Morningstar Australia Fund Manager of the Year Award - Domestic Equities Small Cap Category⁵.

This is the third year in a row the Fidelity Future Leaders Fund has won this award, testament to the Fund's outstanding long-term out-performance, disciplined investment process and well-considered portfolio construction methodology.  "Led by portfolio manager James Abela, this team's disciplined investment process continues to deliver impressive performance since inception in 2013", says Morningstar. 

It is an institutional-grade recognition of risk and return, and tribute to his unique investment process (QMTV (Quality, Momentum, Transition and Value)

Fidelity Future Leaders Fund has won the 2019 Morningstar Australia Fund Manager of the Year Award- Domestic Equities Small Cap Category⁸.

“Fidelity Future Leaders has won Domestic Equities-Small Cap Fund of the Year for the second consecutive year, which is a testament to the disciplined investment process and well-considered portfolio construction methodology.

The strategy’s success has been highly dependent on the thoughtful portfolio manager, James Abela and his decision-making ability.“ Morningstar 1/03/2019.

It is an institutional-grade recognition of risk and return, and tribute to his unique investment process (QMTV (Quality, Momentum, Transition and Value).

“Sincere thanks to my clients, the Fidelity family and the rigorous client centric risk-return framework of Morningstar”. - James Abela.

Fidelity International was awarded the Professional Planner | Zenith Fund Award 2018 for International equities – emerging markets & regional⁹ at the annual awards held in Sydney on 5 October 2018. The award points to the skill and expertise of Fidelity’s investment team across Fidelity’s Asia Fund, India Fund and Global Emerging Markets Fund. It is awarded in the name of Fidelity rather than to a specific fund

For the fourth consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2017. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner⁵.

The Fidelity Future Leaders Fund has won the 2018 Morningstar Fund Manager of the Year Award - Domestic Equities Small Cap Category¹⁰. It is an institutional-grade recognition of risk and return, and tribute to his unique investment process QMTV (Quality, Momentum, Transition & Value).

Kate Howitt was awarded the Lonsec Rising Star of the Year award in recognition of her experience and investment capabilities managing the Fidelity Australian Opportunities Fund. "It is immensely satisfying to be recognised as someone who can be expected to add value to client portfolios. That’s the point of what we do: to help people make the most of their retirement savings. It’s great to be a part of that" Kate commented.

For the third consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2016. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner⁴.

The Fidelity Australian Equities Fund was a Finalist in the Australian Equities Large Caps sector at the Professional Planner/Zenith Investment Partners Fund Awards. The awards recognise excellence in the application of a fund manager's investment philosophy and process in the management of their respective capability. Zenith follows a robust and comprehensive process for selecting the nominees and assigning the winners of each fund category, and this process builds on Zenith's established fund manager review and rating process¹¹.

Kate Howitt was awarded the Investment Manager of the Year at Money Management and Super Review’s third annual ‘Women in Financial Services Awards’. Kate Howitt has been Portfolio Manager of the Fidelity Australian Opportunities Fund since its inception in 2012 and was recognised for her inspirational work and leadership in the industry.

Fidelity received highly commended in the ‘Australian Equities Provider’ award at the SMSF Awards in July 2015. The awards are based on a survey of experiences and insights of over 1,000 SMSF practitioners and are an initiative of professional services publication SMSF Adviser. The awards aim to recognise the companies that are delivering exceptional service and setting a benchmark for self-managed super fund professionals.

For the second consecutive year, the Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2015. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner³.

The Fidelity Australian Equities Fund has been awarded the Best Australian Share Fund in Money magazine’s Best of the Best Awards 2014. Money Magazine selected funds with the highest ratings from Morningstar, Zenith and Lonsec and with a minimum investment amount of $25, 000 or less for the category. Funds were then ranked according to their rating by each research house. Research house ratings were then combined with a further filtering process to determine the winner³.

The Asset Triple A Investment Awards cited Fidelity as "Asset Management Company of the Year in Australia". The Asia-wide magazine said the award recognises Fidelity’s lead in servicing the investing needs of institutional and corporate clients, as well as achieving strong performances despite challenging market conditions.

In addition to the above awards, The Asset Triple A Investment Awards have awarded Fidelity's Paul Taylor (Fidelity Australian Equities Fund) its Fund Manager of the Year in the category, Platinum - Long-Only Equity Fund Manager of the Year. This award recognises that the Fidelity Australian Equities Fund "has outperformed its benchmark since inception in June 2003".

The Fidelity Australian Equities Fund won the S&P Sector Award for the Australian Equities - Large Cap category. This award aims to recognise the companies that are performing well in the Australian equities sector⁹.