Opportunities emerge for a post-pandemic Asia

Watch as Anthony Srom, Portfolio Manager of the Fidelity Asia Fund, and Investment Director, Gary Monaghan share their current views on Asia and what is driving performance.

Anthony will discuss:

  • The current economic landscape in Asia
  • China's regulatory environment
  • The perception of risk and what that means for valuations and returns going forward
  • Where we are seeing new opportunities emerge post-pandemic

Anthony Srom has been the safe pair of hands guiding the Fund since June 2014, which over the past 5 years has delivered a return of 16.18% pa which is 4.12% above the benchmark*.

 

The relevant Target Market Determination (TMD) is available via www.fidelity.com.au.

*Net returns as at 31 August 2021.

Total net returns represent past performance only. Past performance is not a reliable indicator of future performance. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed. Benchmark: MSCI AC Asia ex-Japan Index NR, effective 1 January 2010. Benchmark data prior to 1 January 2010 is a blend of the MSCI Asia ex-Japan index and the MSCI Far East (ex Japan) index. NR: NR at the end of the benchmark name indicates the return is calculated including reinvesting net dividends. The dividend is reinvested after deduction of withholding tax, applying the withholding tax rate to non-resident individuals who do not benefit from double taxation treaties.

All information is current as at its published date unless otherwise stated. Not for use by or distribution to retail investors. Only available to a person who is a "wholesale client" under section 761G of the Corporations Act 2001 (Commonwealth of Australia) ("Corporations Act“). 

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. Prior to making any investment decision, investors should consider seeking independent legal, taxation, financial or other relevant professional advice. This document is intended as general information only and has been prepared without taking into account any person’s objectives, financial situation or needs. 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 044 922 or by downloading it from our website at www.fidelity.com.au. The relevant Target Market Determination (TMD) is available via 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 about specific securities may change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. You should consider these matters and seeking professional advice before acting on any information.  Any forward-looking statements, opinions, projections and estimates in this document may be based on market conditions, beliefs, expectations, assumptions, interpretations, circumstances and contingencies which can change without notice, and may not be correct. Any forward-looking statements are provided as a general guide only and there can be no assurance that actual results or outcomes will not be unfavourable, worse than or materially different to those indicated by these forward-looking statements. Any graphs, examples or case studies included are for illustrative purposes only and may be specific to the context and circumstances and based on specific factual and other assumptions. They are not and do not represent forecasts or guides regarding future returns or any other future matters and are not intended to be considered in a broader context. While the information contained in this document has been prepared with reasonable care, to the maximum extent permitted by law, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. Past performance information provided in this document is not a reliable indicator of future performance. The document may not be reproduced, transmitted or otherwise made available without the prior written permission of Fidelity Australia. The issuer of Fidelity’s managed investment schemes is Fidelity Australia. 

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Anthony Srom is a Portfolio Manager at Fidelity International based in Singapore. He has 21 years of investment experience and is currently responsible for managing Fidelity Funds – Asia Pacific Opportunities Fund, Fidelity Asia Pacific Opportunities Fund, Fidelity (AUS) Asia Fund, Fidelity Korea – Asia Equity Investment Trust and some institutional segregated mandates.

Anthony joined Fidelity in Singapore in 2006 as an Investment Analyst. He was appointed portfolio manager of the Fidelity Thailand Fund in 2008, which he successfully ran until 2012. Thereafter, he managed an internally funded Asia Pacific ex-Japan Pilot Fund between March 2012 and June 2014, developing a strong performance record. In June 2014, Anthony took over management of the Fidelity Funds – Asia Pacific Opportunities Fund (SICAV) and he has managed the Fidelity Asia Pacific Opportunities Fund (OEIC) since its launch in September 2014.

Prior to Fidelity, Anthony worked as a Transport Analyst at ABN Amro, Goldman Sachs and Deutsche Bank in Australia. He holds a Bachelor of Commerce from Bond University, Queensland, Australia. He is also a CFA Charterholder.