Fidelity and Lonsec Retire: Prudent growth with low-volatility equity investing

In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide, but are concerned about downside risk. In this joint Fidelity and Lonsec Retire webinar, discover how low-volatility equity investing provides exposure to equity market growth, while also mitigating downside risk. We’ll also discuss how fundamental research can provide investors with forward-looking insights around risk and return.

You will have the opportunity to join the conversation with Zach Dewhirst, Portfolio Manager for the Fidelity Global Low Volatility Equity Fund, Ben Treacy, Fidelity Institutional Portfolio Manager and Veronica Klaus, Lonsec Head of Investment Consulting, as they discuss these key themes and the benefits for clients and their portfolios.

This webinar is for professional investors.

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.

Investments in overseas markets can be affected by currency exchange and this may affect the value of your investment. Investments in small and emerging markets can be more volatile than investments in developed markets.

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. 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. 

© 2021 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL Limited.

Share:
 

Zach Dewhirst is a portfolio manager at Fidelity Institutional Asset Management managing US Total Market Equity, Large Cap Value and the FIAM suite of Low Volatility strategies. Before joining Fidelity in 2007, Zach served as a quantitative research manager at PanAgora Asset Management and as a quantitative equity investment associate at Putnam Investments. Zach earned a Bachelor of Science in quantitative economics from Tufts University and his MBA from the Massachusetts Institute of Technology Sloan School of Management. He is also a CFA charterholder.

Ben Treacy is an institutional portfolio manager at Fidelity Investments, covering quantitative equity strategies. Prior to assuming his current responsibilities, Mr. Treacy was Director, Investment Analysis at Fidelity Management and Research Company (FMR Co.) from 2000 through 2008. He was responsible for product management, product development, and analytical support for Fidelity mutual funds.

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions.