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 FundSome of the benefits that may arise from an investment in the Fund include:
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RISK LEVEL | 6 |
INVESTOR SUITABILITY | Investor suitabilityInvestors looking for a core Australian equities investment who have a tolerance for a high amount of risk. |
Risks
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Detail |
Key Features
About the FundA 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 moneyThe 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
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