Fidelity live - Investing in the global leaders of tomorrow

Fidelity live - Investing in the global leaders of tomorrow

“Big companies have small moves; small companies have big moves.”
― Peter Lynch, One Up On Wall Street

The global small and mid-cap sector represents a very dynamic and diverse group of companies, with many playing a key role in solving some of the world’s problems.

Join Portfolio Managers of the Fidelity Global Future Leaders Fund, James Abela and Maroun Younes as they explore the factors driving the best ideas and performance in global small and mid-cap as well as the outlook for the sector.

Discover the opportunities outside of Australia and why an increasing number of investors are implementing a dedicated allocation to a global small and mid-cap strategy as part of their international equities portfolio.

James and Maroun will also share their insights on the Fund’s current portfolio positioning and answer your questions.

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.

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 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.

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James Abela is the portfolio manager of the Fidelity Future Leaders Fund which was launched in 2013, after 10 years as a Fidelity investment analyst. James' unique process has seen him win the 2018, 2019 and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category.

Prior to Fidelity, James worked as a portfolio manager and investment analyst for 4 years at Constellation Capital Management covering the consumer staples and consumer discretionary sectors.

James has also worked for BNP Equities for 3 years as a research analyst, covering food and alcohol as well as diversified industrials. His professional career began in 1995 at Ernst & Young as a senior consultant, accountant and tax advisor.

James has completed a Bachelor of Commerce (Accounting and Marketing) and a Master of Commerce (Finance, Business Law and Taxation), both at the University of New South Wales.

Maroun Younes is a Portfolio Manager and analyst at Fidelity based in Sydney and has 14 years’ experience in investment management.

Maroun joined Fidelity as an investment analyst in 2012 and was appointed Co-Portfolio Manager for the Fidelity Global Future Leaders Fund in 2020.

Over the last decade, in his analyst capacity Maroun has had extensive experience covering the telecommunications, media, technology, building & construction materials, packaging, transport, infrastructure, chemical and steel sectors. He previously spent 6 years as an Investment Consultant for global advisory firm, Towers Watson.

Maroun holds a BBA & Bec from Macquarie University, Australia and is a CFA Charterholder.