Fidelity Asia Fund: Strong as an Ox

Fidelity Asia Fund: Strong as an Ox

2021 is the Chinese Zodiac Year of the Metal Ox; strong and resilient and with characteristics we can liken to Asia right now - a region leading the charge for growth out of the pandemic. Astrology also tells us this creature also displays calm, patience, and a keen eye for detail - attributes we use to describe for our investment approach for the Fidelity Asia Fund, which has seen the Fund yield strong results of 16.15% p.a. to investors over the past 5 years*.

Watch Gary Monaghan, Investment Director for the Fidelity Asia Fund update investors on the Fund, the outlook for Asia and a few star stocks in the region including:

  • Alibaba - Why we bought when the market sold
  • Kweichow Moutai - Chinese consumption continues to climb
  • SK Hynix - We all know the structural growth story for technology, so where is the opportunity?

 

*as at 31 December 2020. Net of fees. Past performance is not a reliable indicator of future performance.

This webinar is for professional investors.

This video 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.

Prior to making an investment decision retail investors should seek advice from their financial adviser. Please remember past performance is not a guide to the future. You should consider the Product Disclosure Statements (“PDS”) for Fidelity Australia products before making a decision whether to acquire or hold the product. Investors should also obtain and consider the Product Disclosure Statement (“PDS”) for the fund mentioned. The relevant 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 video has been prepared without taking into account your objectives, financial situation or needs. You should consider such matters before acting on the information contained in this webpage including any linked webcasts or podcasts. This webcast or podcast may include general commentary on market activity, industry or sector trends or other broad based economic or political conditions which should not be construed as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be construed as a recommendation to buy, sell or hold these securities. While the information contained in this video has been prepared with reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. References to ($) are in Australian dollars unless stated otherwise. 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 other more developed markets. Fund references are correct at time of first publication but are subject to change and may not represent actual holdings in the fund at the time of this viewing. The video may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity’s funds is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”).

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Gary Monaghan is an Investment Director for Fidelity’s Asian equities range. He works closely with our fund managers and is responsible for communicating the team’s investment strategy and portfolio positioning to clients. He has been based in Hong Kong for five years and prior to that he was in Fidelity’s London office for six years, first as an Investment Specialist for Fidelity’s European equities range and then as an Investment Director for our Equity Income portfolios. Prior to joining Fidelity, Gary spent two years work as a quant research analyst for Royal Dutch Shell’s in-house investment team. He studied Economics & Finance at Brunel University.