A core diversified portfolio of 30-50 Australian companies, this fund is managed by the same highly experienced portfolio manager since 2003. The fund has the highest possible ratings from professional research houses Morningstar and Zenith.1
1 Morningstar (Rating assigned October 2016) Zenith (Rating assigned June 2017)
A fund with a diversified selection of 40-70 Australian companies, selected for their long-term growth potential, it has the flexibility to take meaningful positions in the mid-to small cap universe. This fund has top quartile performance over 1, 3 and 5 years.2
Access to global strength research on Australian small and mid-cap stocks to identify the companies of tomorrow. This fund uses a rigorous bottom-up stock selection process which aims to deliver consistent returns through different market cycles.
Providing access to 80-120 of the best ideas from around the world, this core international holding has a long track record of more than 19 years. The manager mainly focuses on finding global companies with sustainable pricing power.
Providing access to 80-120 of the best ideas from around the world, this core international holding has a long track record of more than 12 years. Returns in AUD are substantially hedged against currency fluctuations.
Participate in the growth potential of some of the world’s fastest growing economies. Access a prudent investment approach that aims to provide investors with attractive returns over time, while minimising any loss of capital.
This fund invests in a concentrated selection of 40-60 global companies that typically have a track record of strong, sustainable dividend growth and capital growth. Returns in AUD are substantially hedged against currency fluctuations.
Tap into some of the best picks of Asian equities and access the compelling growth opportunities across this diverse region. This fund has a twelve-year track record backed with Fidelity’s 40 years’ experience investing in Asia.
Access the China growth story through this diversified fund, with access to the domestic China A share market. This fund has a strong twelve-year track record backed by Fidelity’s 20 years’ experience investing in China.
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.
Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.
While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often.