Sydney, 1 December 2025: Fidelity International (“Fidelity”) today announces the launch of a research-driven, systematically applied equity strategy, the Fidelity Research Global Equities Fund (The “Fund”). The Fund focuses on equity securities of companies in developed and emerging market countries throughout the world. The strategy provides an opportunity for investors to leverage Fidelity’s research analysts’ best stock recommendations, in a systematically constructed portfolio to mitigate factor or style biases, with the aim of delivering strong returns primarily driven by our stock selection capabilities.
Managed by three portfolio managers, Matt Jones, Hiten Savani and Daniel Swift, the Fund employs quantitative methods to capture the highest conviction ideas generated by the Investment Manager’s research analysis whilst also seeking consistency and repeatability of the investment outcomes. Qualitative judgment is then applied to ensure that only securities that meet the Investment Manager’s criteria are included in the Fund’s portfolio, making stock selection the primary driver of both risk and return. The objective is to provide long-term capital growth by investing in a diversified portfolio of global securities.
The Fund’s investment philosophy is anchored on the belief that the consistent capture of proprietary idiosyncratic alpha from Fidelity’s global team of fundamental analysts delivers long term outperformance. Fidelity’s extensive global research platform benefits from over 50 years of investment knowledge and proprietary research that is grounded in the conviction that both overall macroeconomic trends and fundamental research can help predict the prospects of individual companies with a great degree of accuracy.
The Fidelity Research Global Equities Fund is a repurpose of the Fidelity Global Demographics Fund. The decision to repurpose the Fidelity Global Demographics Fund follows an internal review which concluded that it’s current investment strategy and fee structure should be revised to align with a lower-cost, research-driven investment approach aimed at supporting it’s long-term objectives. The repurpose will also result in a reduction of management fee for the Fund from 0.89% p.a. to 0.35% p.a.
Simon Glazier, managing director of Australia at Fidelity International, comments: “With the introduction of the Fidelity Research Global Equities Fund, we’re pleased to broaden the investment capabilities we can offer Australian investors through access to Fidelity’s global research expertise. This fund is designed to be a core, low-cost building block for clients who want to access Fidelity’s strong global research heritage and expertise without compromising on value. Unlike traditional passive strategies, our approach offers the potential to outperform the index by harnessing the best ideas from our global team of analysts. With its low correlation to standard index funds, it provides an alternative source of alpha and a compelling option for those seeking both cost efficiency and the opportunity for enhanced returns.”
