Our awards

Fidelity is proud to be nominated for the Golden Calf Award in this year's Australian Fund Manager Awards. The award celebrates excellence in funds management, while making a meaningful impact through philanthropy. 

Fidelity is recognised as a Responsible Investment Leader 2024 by the Responsible Investment Association Australasia (RIAA), in the upcoming Responsible Investment Benchmark Report. We are placed in the top 20% of organisations assessed, demonstrating leading practice in our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making; our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

Fidelity is proud to announce that the Fidelity Global Future Leaders Fund has been nominated in the annual Zenith Fund Awards. This is a very pleasing recognition as we celebrate 4 years since launch this September 2024.

Fidelity is proud to announce that our podcast Sound Bites has won Podcast of the Year at the 2024 Marketing, Advertising and Sales Excellence Awards (MAX) Awards.

You can listen to our Sound Bites podcasts here.

Fidelity is pleased to be recognised as a finalist in the Best ETF Provider category at the Australian Wealth Management Awards 2024. These awards are a nationwide recognition program celebrating outstanding individuals and businesses positively shaping the growth and development of Australia’s wealth management sector.

Learn more about our Active ETF capabilities.

Fidelity is recognised as a Responsible Investment Leader 2023 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision-making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

We are pleased to announce that the Fidelity Asia Fund has been announced as a the Global Emerging Market Equity Fund of the Year at the 2023 Money Management Fund Manager of the Year Awards. Congratulations to Anthony Srom, portfolio manager of the Fund.

Finalists were selected through a meticulous judging criteria by Money Management's research partner, Lonsec. Comprising Lonsec Research, SuperRatings and Lonsec Investment Solutions, Lonsec rates over 2000 investment funds and equities products and is one of Australia’s fastest growing managed accounts providers.

We are pleased to announce that the Fidelity Asia Fund has been announced as a finalist in the Global Emerging Market Equity Fund of the Year category at the 2023 Money Management Fund Manager of the Year Awards. Congratulations to Anthony Srom, portfolio manager of the Fund.

Finalists were selected through a meticulous judging criteria by Money Management's research partner, Lonsec. Comprising Lonsec Research, SuperRatings and Lonsec Investment Solutions, Lonsec rates over 2000 investment funds and equities products and is one of Australia’s fastest growing managed accounts providers.

The Fidelity Global Emerging Markets Fund has been awarded the 2022 Money magazine Best of the Best award for International Equities Emerging Markets for the third 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.

Congratulations to Anthony Srom, Portfolio Manager of the Fidelity Asia Fund who has won the 2022 Zenith Fund Award - International equities – emerging markets & regional. 

The annual awards acknowledge and encourage excellence in funds management across all asset classes and disciplines and aim to raise the standard of funds in the industry for the ultimate benefit of investors.

Fidelity is recognised as a Responsible Investment Leader 2022 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision-making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

Congratulations to Amit Goel, Portfolio Manager for the Fidelity Global Emerging Markets Fund, which has been awarded Fund Manager of the Year 2022 - Emerging Markets Equities by Financial Newswire and SQM Research. The awards are an entirely independent assessment of the best of the best retail fund managers operating in the Australian market.

We are pleased to be announced as finalists in two categories for the 2022 Zenith Fund Awards. 

Congratulations to the portfolio managers of the Fidelity Asia Fund who are nominated in International Equities - Emerging Markets and Regional and the Fidelity Global Future Leaders Fund who are nominated in International Equities - Global Small Cap.

The annual awards acknowledge and encourage excellence in funds management across all asset classes and disciplines and aim to raise the standard of funds in the industry for the ultimate benefit of investors.

We are thrilled to announce that the Fidelity Global Emerging Markets Fund has been awarded Winner of the 2022 International Equities - Emerging Markets Award at the Financial Standard Investment Leadership Awards (ILA).

The Financial Standard ILA recognises sustained investment performance of Australian investment managers across 21 categories, spanning different asset classes and sub-sectors.

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 Award.

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 has been awarded the 2021 Money magazine Best of the Best award for International Equities Emerging Markets 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 Cap. 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 Future Leaders Fund has been named as a finalist in the 2021 Zenith Fund Awards for Australian Equities - Small Cap. 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 Global Emerging Markets Fund won the Money Management Fund Manager of the Year - Global Emerging Market Equities - Winner - 2020 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 Future Leaders Fund was awarded the Money Management Fund Manager of the Year - Australian Small/Mid Cap Equities - Highly Commended - 2020 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 Year.

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 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 won the 2020 Morningstar Australia Fund Manager of the Year Award - Domestic Equities Small Cap Category.

This is the third year in a row the Fidelity Future Leaders Fund has won this award, a 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 International has won two categories at the 2019 Zenith Fund Award - International equities – emerging markets & regional and Australian equities - small cap. Fidelity was also a finalist for Fund Manager of the Year.

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

“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 & regional 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 the Fidelity Asia Fund, Fidelity India Fund and Fidelity Global Emerging Markets Fund. It is awarded in the name of Fidelity rather than to a specific fund

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

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 winner.

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 winner.

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 process.

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 winner.

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.

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 winner.

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 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 sector.