Investment objective
To deliver returns in line with the S&P/ASX 300 Accumulation Index, but with lower absolute volatility over the medium to long term. Volatility is measured by standard deviation of returns.
A diversified core portfolio of Australian equities. It aims to achieve long-term capital growth with lower risk than the market.
Leverages insights from Fidelity's extensive global research platform, and uses quantitative risk tools to build an optimal portfolio.
Seeks to maintain a risk level typically 20% lower than the S&P ASX 300 Accumulation Index.
Key facts
Fund downloads
- Product Disclosure Statement(1.93MB)
- Fund flyer(487.10KB)
- Additional Information Booklet
- Application form(628.30KB)
- Target Market Determination (TMD)
Fund ratings3
Morningstar 2020 Australia Fund Manager of the Year3
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This Fund is subject to the risk of stock market fluctuations. Investors accessing the Fund through a master trust or wrap account will also bear any fees charged by the operator of such master trust or wrap account. Any apparent discrepancies in the numbers are due to rounding.
1Management Costs and buy/sell spread are current as at the date of publication of this website. These fees may be subject to change in the future.
2Total returns (net) have been calculated using exit prices and take into account the applicable buy/sell spread and are net of Fidelity’s management costs, transactional and operational costs and assumes reinvestment of distributions. No allowance has been made for tax. Returns of more than one year are annualised. The return of capital is not guaranteed.
3Morningstar Awards 2020 ©. Morningstar, Inc. All Rights Reserved. Awarded to Fidelity International for Morningstar 2020 Australia Fund Manager of the Year.
Why this fund
Designed to help 'smooth the ride' it aims to reduce the effect of negative markets, leading to more consistent returns.
Uses a combination of quantitative (backward looking) and fundamental analysis (forward looking) to asses the risk profile of a stock and build its portfolio.
Active management leveraging the expertise of over 400 investment professionals around the world.
Related insights
Australia and Japan: The unsung heros of Asia
Fidelity’s experts take a closer look at some of Asia's unsung heroes to understand what it is they offer and what they can tell us about the future of the region.
Podcast: The real workhorse of Asia Pacific
China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses with special guest Paul Taylor.
The rate that stops the nation
In a result that was easier to predict than today’s Melbourne Cup winner, Reserve Bank of Australia (RBA) Governor Philip Lowe has today announced a raft on conventional and unconventional measures to help support the economy through the devastation that has been caused by the COVID-19 recession.
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|
Concentration risk, toppy markets, the increasingly uncertain outcome of the US presidential election is fast approaching and geopolitical tensions between the US and China seem to only ratchet up. Investors should expect ongoing bouts of volatility in markets for the coming months.
|
This Fund is subject to the risk of stock market fluctuations. Investors accessing the Fund through a master trust or wrap account will also bear any fees charged by the operator of such master trust or wrap account. Any apparent discrepancies in the numbers are due to rounding.
1Management Costs and buy/sell spread are current as at the date of publication of this website. These fees may be subject to change in the future.
2Total returns (net) have been calculated using exit prices and take into account the applicable buy/sell spread and are net of Fidelity’s management costs, transactional and operational costs and assumes reinvestment of distributions. No allowance has been made for tax. Returns of more than one year are annualised. The return of capital is not guaranteed.
3Morningstar Awards 2020 ©. Morningstar, Inc. All Rights Reserved. Awarded to Fidelity International for Morningstar 2020 Australia Fund Manager of the Year.