Fidelity Hedged Global Equities Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100557-2023-07-28-10:54.pdf |
FUND MANAGER | FIL Investment Management (Australia) |
ASX Code | |
APIR | FID0014AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund is an actively managed portfolio of global shares. |
INVESTMENT PROFILE | To achieve returns in excess of the Benchmark over the suggested minimum investment time period of five to seven years. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 15-04-1998 |
BENCHMARK | MSCI All Country World Index NR |
FUND SIZE | MSCI All Country World Index NR |
DISTRIBUTION FREQUENCY | Yearly |
NO. OF HOLDINGS | 80-120 |
FEES | 1.04% p.a. of the net asset value of the Fund (including GST net of Reduced Input Tax Credit) |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Fidelity Hedged Global Equities FundSome of the benefits that may arise from an investment in the Fund include:
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RISK LEVEL | 5 |
INVESTOR SUITABILITY | Investor suitabilityInvestors looking for a core global equities investment who have a tolerance for a very high amount of risk. |
Risks
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Detail |
Key Features
Fund descriptionDesigned to be a core international holding of 80-120 of Fidelity's best global ideas, researched by our 400 experienced investment professionals located around the world. A truly active manager, we take a 360 view of every company we invest in, refreshing our views every 120 days to ensure we take advantage of the best opportunities globally and have a portfolio built with conviction. Stock selection favours mis-valued businesses and structural growth stories. Some of the features of the Fund include:
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Mandate
How we invest your moneyInvestment approachFidelity 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 it believes offer the greatest scope for outperformance. Based on this research approach, Fidelity seeks out stocks that it believes are undervalued and likely to generate growth. The companies selected for the portfolio must demonstrate good management, strong competitive advantages and enjoy favourable industry dynamics. Asset classes and ranges
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