Fidelity Future Leaders Fund wins again at the 2019 Morningstar Awards

Fidelity Future Leaders Fund wins again at the 2019 Morningstar Awards

The Fidelity Future Leaders Fund has won the Morningstar 2019 Australian Fund Manager of the Year Award- Domestic Equities Small Cap Category* for the second year in a row at the annual 2019 Morningstar Awards held in Sydney on 1 March 2019.

Explore the Fidelity Future Leaders Fund

A statement from Morningstar reads:

“Fidelity Future Leaders has won Domestic Equities-Small Cap Fund of the Year for the second consecutive year, which is testament to the disciplined investment process and well-considered portfolio construction methodology. However, ultimately, the strategy’s success has been highly dependent on the thoughtful portfolio manager, James Abela and his decision-making ability. Abela selects stocks for the portfolio based on the three pillars of viability, sustainability, and credibility, which have allowed him to avoid some of the major stock disasters and achieve some outstanding results against peers, in the past 5 years. Fidelity Future Leaders has the solid characteristics necessary to ensure investors are rewarded through the full economic cycle”

It is an institutional-grade recognition of risk and return, and tribute to his unique investment process (QTVM - Quality, Momentum, Transition and Value).

“Sincere thanks to my clients, the Fidelity family and the rigorous client centric risk-return framework of Morningstar”- James Abela, Portfolio Manager, Fidelity Future Leaders Fund

 

*Morningstar Awards 2019 (c). Morningstar, Inc. All Rights Reserved. Awarded to Fidelity Future Leaders Fund, Fund Manager of the Year, Domestic Equities Small Caps, Australia.

This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”).  Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International.

This document is intended for use by advisers and wholesale investors. Retail investors should not rely on any information in this document without first seeking advice from their financial adviser. This document has been prepared without taking into account your objectives, financial situation or needs. You should consider these matters before acting on the information.  You should also consider the relevant Product Disclosure Statements (“PDS”) for any Fidelity Australia product mentioned in this document before making any decision about whether to acquire the product. The PDS can be obtained by contacting Fidelity Australia on 1800 119 270 or by downloading it from our website at www.fidelity.com.au. The Target Market Determination (TMD) for Fidelity Australian product(s) can be found at www.Fidelity.com.au. This document may include general commentary on market activity, sector trends or other broad-based economic or political conditions that should not be taken as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. While the information contained in this document has been prepared with reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. This document is intended as general information only. The document may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. Reference to ($) are in Australian dollars unless stated otherwise.

© 2022 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL Limited.

Share:
 

Ready to invest in the Fidelity Future Leaders Fund?

Discover now
 

Want more insights like this?

Get our free, monthly e-newsletter bringing you valuable insights, opinion and education.

Subscribe