A diversified and concentrated portfolio of 20-35 Australian high-quality stocks
Uses a bottom-up research approach to invest in companies with a sustainable competitive advantage, strong pricing market power, supportive industry structure, and strong management quality.
Strong risk management is at the core of our investment approach
A 'best ideas' concentrated portfolio, with a strong focus on risk management
A diversified fund of some of Australia's most promising companies
Access to our 20+ years' expertise investing in the Australian market
The Fidelity Australian High Conviction Portfolio (Model Portfolio) is a managed portfolio option designed by Fidelity Australia and offered through the Praemium Separately Managed Accounts ARSN 114 818 530 and Colonial First State Managed Accounts ARSN 167 425 649 (each a Scheme and collectively, the Schemes).
Fidelity Australia does not act as agent for, or on behalf of, Colonal First State, Praemium or the responsible entity of each Scheme in providing any advice or financial service to any person in relation to the Model Portfolio. Any advice, document or material provided by Fidelity Australia in relation to the Model Portfolio is provided by it in its capacity as portfolio manager only and should not be attributed to, or taken as being endorsed by, HUB24 or the responsible entity of each Scheme.
Investors accessing the Model Portfolio by investing through a managed portfolio option (Managed Portfolio) of a SMA scheme (SMA Scheme) may incur additional fees and costs which are not taken into account in the above gross returns.
The performance of a Managed Portfolio through a SMA Scheme may be different to the performance of the Model Portfolio shown above due to various reasons including, but not limited to, decisions by the responsible entity of the SMA Scheme to implement the Managed Portfolio or exercise a discretionary investment or operational decision in a manner directly or indirectly inconsistent with one or more aspects of the Model Portfolio.
The Model Portfolio, allocations and data are subject to change. Data shown is for informational purposes only, does not represent an actual account, and is not the result of any actual trading. The Model Portfolio is not a financial product.
