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Fidelity Australian Opportunities Fund

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About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100556-2022-12-31-02:23.pdf
FUND MANAGER FIL Responsible Entity (Australia)
ASX Code
APIR FID0021AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE The Fund is an actively managed portfolio of Australian shares.
INVESTMENT PROFILE The Fund aims to achieve returns in excess of the Benchmark over the suggested minimum investment time period of five to seven years.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 31-07-2012
BENCHMARK S&P/ASX 200 Accumulation Index
FUND SIZE S&P/ASX 200 Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS 40-70
FEES 0.85% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Fidelity Australian Opportunities Fund

Some of the benefits that may arise from an investment in the Fund include:

 

 

  • Potential for long-term capital growth and enhanced performance from active management.
  • Access to the investment knowledge and expertise of Fidelity's global network of investment professionals who can assess Australian companies in a global context.
  • Access to a portfolio of shares that may provide regular income distributions.
  • Regular investment statements and an annual tax statement to keep you up to date on your investment.
RISK LEVEL 6
INVESTOR SUITABILITY

Investor suitability

Investors looking for a core Australian equities investment who have a tolerance for a high amount of risk.

Risks

Title
Detail

Key Features

About the Fund

A diversified selection of 40-70 Australian companies with the flexibility to take meaningful positions in the mid-small cap part of the market.

Uses a bottom-up stock selection process that seeks companies with superior management, strong free cash flow, a competitive edge and low gearing.

Designed to be a core holding.

Mandate

How we invest your money

The Fund provides investors with the potential for long-term capital growth and some income.

It delivers significant diversification benefits by investing in 40 to 70 Australian companies. Fidelity believes that markets are semi-efficient and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that we believe offer the greatest scope for outperformance.

Asset classes and ranges

  • Australian shares: 90% to 100%
  • Cash: 0% to 10%