To achieve returns in excess of the S&P/ASX 200 Mid Small Index over the suggested minimum investment time period of five to seven years.
A diversified portfolio of 40-70 small-to mid-cap Australian companies.
Uses a rigorous bottom-up stock selection process that focuses on finding attractively valued companies with strong competitive positioning and sound company management.
A strong emphasis on building a diversified and balanced portfolio that aims to deliver more consistent returns through different market cycles.
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: S&P/ ASX Mid Small Index.
See for yourself how the fund has performed since inception. The chart below represents the value now of $10,000 invested in the Fidelity Future Leaders Fund in July 2013 compared with $10,000 invested in the S&P/ ASX 200 Mid Small Index.
The Fidelity Future Leaders Fund has won the Morningstar 2019 Australian Fund Manager of the Year Award- Domestic Equities Small Cap Category* for the second year in a row at the annual 2019 Morningstar Awards held in Sydney on 1 March 2019.
Could rising debt spell the end for the fairy tale bull market?
Reporting season? It seems the winners were global leaders leveraged to grow and win market share, healthcare champions and the software kings who despite some earlier valuation concerns have proved that fundamental strength remains and long term winners keep on winning!
4The Lonsec Rating (assigned January 2019) 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.
5© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Rating assigned July 2018.
Seeks to capture Australian large-caps of tomorrow, today.
An actively managed portfolio of 40 to 70 small to mid-cap Australian shares.
Offers investors a unique approach to portfolio construction which aims to deliver consistent returns through different market cycles.
James Abela, PM of the Fidelity Future Leaders Fund has made history by winning the award two years running. The award is testament to the rigorous and unique investment process of the fund, and has helped reward investors with very attractive risk-adjusted returns since inception. Hear more about the award and his unique process.
Hear James' insights into mid-small cap companies, the market and his fund by subscribing to his regular update.
Fidelity Future Leaders Fund has won the Morningstar 2019 Australian Fund Manager of the Year Award- Domestic Equities Small Cap Category*.
"Fidelity Future Leaders has won Domestic Equities-Small Cap Fund of the Year for the second consecutive year, which is a testament to the disciplined investment process and well-considered portfolio construction methodology.
The strategy's success has been highly dependent on the thoughtful portfolio manager, James Abela and his decision-making ability." Morningstar 1/03/2019.
It is an institutional-grade recognition of risk and return, and tribute to his unique investment process (QTV (Quality, Momentum, Transition and Value).
"Sincere thanks to my clients, the Fidelity family and the rigorous client centric risk-return framework of Morningstar". - James Abela.
Fidelity International was awarded the Professional Planner | Zenith Fund Award 2018 for International equities – emerging markets & regional at the annual awards held in Sydney on 5 October 2018. The award points to the skill and expertise of Fidelity's investment team across Fidelity's Asia Fund, India Fund and Emerging Markets Fund. It is awarded in the name of Fidelity rather than to a specific fund.
James Abela, Portfolio Manager of the Fidelity Future Leaders Fund has won the Morningstar 2018 Fund Manager of the Year Award - Domestic Equities Small Cap Category*. It is an institutional-grade recognition of risk and return, and tribute to his unique investment process QMTV (Quality, Momentum, Transition & Value).
*Morningstar Awards 2018 ©. Morningstar, Inc. All Rights Reserved. Awarded to James Abela, Portfolio Manager, Future Leaders Fund, Fund Manger of the Year, Domestic Equities Small Caps, Australia.