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 house Morningstar.1
Access to global strength research on Australian small and mid-cap stocks to identify the large-cap companies of tomorrow. A disciplined and unique investment process that aims to delivery more consistent returns through markets cycles, the Fund has been awarded the Morningstar Fund Manager of the Year - Domestic Equities Small Cap Category three years in a row.2
Providing access to 80-120 of the best ideas from around the world, this core international holding has a long track record of over 20 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 proven investment process. Returns in AUD are substantially hedged against currency fluctuations.
Participate in the growth potential of some of the world’s fastest growing economies. Access an actively managed portfolio of 30-50 carefully selected companies in emerging markets, with an experienced manager focused on mitigating risk.
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.
Access the global large caps of tomorrow, today. An actively managed portfolio of 40 to 70 small to mid-cap global shares. The Fund uses a disciplined and unique investment process that aims to deliver more consistent returns through markets cycles.
Winning by not losing - A defensive strategy designed to give investors access to the growth opportunities of global equities but provide a smoother journey over time. The fund aims to protect capital when markets go down whether it’s a little or a lot.
The Fidelity Sustainable Water and Waste Fund aims to deliver strong risk-adjusted returns across the cycle by investing globally in companies involved in the design, manufacture or sale of products or services in connection with the water and waste management sectors. The theme is global but impacts everyone at a local level.
Tap into some of the best picks of Asian equities and access the compelling growth opportunities across this diverse region. This fund has a strong fourteen-year track record backed with Fidelity’s 50 years’ doing business in the region.
Access the China growth story through this diversified fund, with access to the domestic China A share market. This fund has a fifteen-year track record backed by the Portfolio Manager’s over 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.
Australia has reached a critical juncture where the bulk of superannuation assets sits in the hands of people aged over 50, and traditional portfolio construction approaches need to evolve to meet their financial needs. To help financial advisers develop investment approaches that meet the specific needs of their retiree clients, we've developed a research paper “Building Better Retirement Futures”, in conjunction with the FPA and CoreData. The paper outlines some of the key financial issues and considerations specific to retirees and helps advisers design the best strategies for post-retirement decumulation.
It’s hard to know how to feel about the last 12 months. Tumultuous is the word that immediately springs to mind, dare I say unprecedented? However you describe it, it’s certainly a period in our lives that I think we’ll look back on with very mixed feelings. Fidelity's Managing Director, Alva Devoy looks back on one of the most volatile periods in history in our 'Year in review'.
The spread of COVID-19 took its toll on stock markets globally, and whilst we have much to learn about the eventual underlying economic impact of the virus, there are reasons to remain invested and opportunities to take advantage of across global emerging markets.
As the Covid-19 lockdown transforms consumer behaviour there is one sector that has had to adapt faster than any other: retail. The pivot has affected not just the retailers but their suppliers and even their landlords who are racing to keep up.