We are pleased to announce the 'Recommended' ratings* assigned by Lonsec in May 2024 for the below Fidelity funds.
The Recommended rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy.
- Fidelity Global Long Short Fund (Initial rating)
- Fidelity Global Bond Fund (Initial rating)
- Fidelity Global Future Leaders Fund (Upgraded)
"The 'Recommended' rating on these Funds is a fantastic achievement. It's excellent to see Lonsec acknowledge the work of our portfolio managers and investment teams."
- Andrew Mellow, Director, Consultant & Researcher Relations
Find out more
If you would like a copy of any of these Lonsec reports, please reach out to your Fidelity representative or contact the Fidelity Adviser Services Team.
*The Lonsec Rating (assigned May 2024) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Fidelity International product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.