To achieve returns in excess of the MSCI World Mid Cap Index NR over the medium to long term.
A diversified portfolio of 40-70 small-to-mid-cap global companies
Uses a rigorous bottom-up stock selection process that focuses on finding attractively valued companies with strong competitive positioning and sound company management
A strong emphasis on building a diversified and balanced portfolio that aims to deliver more consistent returns through different market cycles
Net returns as at 30 April 2022
Timeframe | Fund | Benchmark | Active return |
---|---|---|---|
1 yr % | -0.32 | -0.35 | 0.03 |
3 yr % pa | - | - | - |
5 yr % pa | - | - | - |
Since inception (28/09/20) % pa | 11.98 | 11.69 | 0.29 |
Timeframe | 1 yr % |
3 yr % pa |
5 yr % pa |
Since inception (28/09/20) % pa |
---|---|---|---|---|
Fund | -0.32 | - | - | 11.98 |
Benchmark | -0.35 | - | - | 11.69 |
Active return | 0.03 | - | - | 0.29 |
Total net returns represent past performance only. Past performance is not a reliable indicator of future performance. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed. Benchmark: MSCI World Mid Cap Index NR: NR at the end of the benchmark name indicates the return is calculated including reinvesting net dividends. The dividend is reinvested after deduction of withholding tax, applying the withholding tax rate to non-resident individuals who do not benefit from double taxation treaties.
See for yourself how the fund has performed since inception. The chart below represents the value now of $10,000 invested in the Fidelity Global Future Leaders Fund in September 2020 compared with $10,000 invested in the MSCI World Mid Cap Index NR.
Chart as at: 30 April 2022
Total net returns represent past performance only. Past performance is not a reliable indicator of future performance. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed. Benchmark: MSCI World Mid Cap Index NR: NR at the end of the benchmark name indicates the return is calculated including reinvesting net dividends. The dividend is reinvested after deduction of withholding tax, applying the withholding tax rate to non-resident individuals who do not benefit from double taxation treaties.
Net as at 30 April 2022
Total return | Growth | Income | |
---|---|---|---|
1 yr % | -0.32 | -1.48 | 1.16 |
3 yr % pa | - | - | - |
5 yr % pa | - | - | - |
Since inception (28/09/20) % pa | 11.98 | 11.15 | 0.83 |
1 yr % |
3 yr % pa |
5 yr % pa |
Since inception (28/09/20) % pa |
|
---|---|---|---|---|
Total return | -0.32 | - | - | 11.98 |
Growth | -1.48 | - | - | 11.15 |
Income | 1.16 | - | - | 0.83 |
Growth return is the unit price movement on exit to exit basis. Income is expressed as Total Return less growth component.
Total net returns represent past performance only. Past performance is not a reliable indicator of future performance. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed. Benchmark: MSCI World Mid Cap Index NR: NR at the end of the benchmark name indicates the return is calculated including reinvesting net dividends. The dividend is reinvested after deduction of withholding tax, applying the withholding tax rate to non-resident individuals who do not benefit from double taxation treaties.
As at 30 April 2022
As at 30 April 2022
% total net assets | |
---|---|
GALLAGHER (ARTHUR J.) & CO | 3.9% |
CHENIERE ENERGY INC | 3.6% |
CDW CORP | 3.3% |
ICON PLC | 3.1% |
ARISTA NETWORKS INC | 2.9% |
SONOVA HLDG AG | 2.8% |
LEIDOS HLDGS INC | 2.7% |
MONCLER SPA | 2.7% |
AMETEK INC NEW | 2.5% |
AMERISOURCEBERGEN CORP | 2.4% |
As at 30 April 2022
Fund % | Benchmark % | Relative % | |
---|---|---|---|
GALLAGHER (ARTHUR J.) & CO | 3.9 | 0.4 | 3.5 |
CHENIERE ENERGY INC | 3.6 | 0.4 | 3.2 |
ICON PLC | 3.1 | 0.0 | 3.1 |
CDW CORP | 3.3 | 0.3 | 3.0 |
ARISTA NETWORKS INC | 2.9 | 0.3 | 2.6 |
As at 30 April 2022
Fund % | Benchmark % | Relative % | |
---|---|---|---|
OCCIDENTAL PETROLEUM CORP | 0.0 | 0.6 | -0.6 |
NUCOR CORP | 0.0 | 0.5 | -0.5 |
REALTY INCOME CORP | 0.0 | 0.5 | -0.5 |
HALLIBURTON CO | 0.0 | 0.4 | -0.4 |
FASTENAL CO | 0.0 | 0.4 | -0.4 |
Distribution | Distribution (CPU) | Reinvestment price |
---|---|---|
14.9148 | $12.6159 |
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Seeks to invest in global large caps of tomorrow, today.
An actively managed portfolio of 40 to 70 small to mid-cap global shares
Offers investors a unique approach to portfolio construction which aims to deliver consistent returns through different market cycles
James Abela and Maroun Younes, Co-Portfolio Managers for the Fidelity Global Future Leaders Fund reveal what drives their passion for investing, why global mid and small caps are an exciting place to be, and the benefits of the co-portfolio manager structure.
James and Maroun talk about how they uncover the future leaders of tomorrow through the Fund's tried and tested approach.