Fidelity Wholesale Plus Global Equities Fund
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About this Fund
|FUND MANAGER||FIL Investment Management (Australia)|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in an actively managed portfolio of global securities.|
|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.|
|BENCHMARK||MSCI All Country World Index NR|
|FUND SIZE||MSCI All Country World Index NR|
|NO. OF HOLDINGS||80-120|
Benefits of investing in the Fidelity Wholesale Plus Global Equities Fund
Some of the benefits that may arise from an investment in the Fund include the following:
About the Fund
The Fund will invest into the Fidelity Global Equities Fund APIR FID0007AU (Underlying Fund), which is an actively managed portfolio of global securities.
Some of the key features include the following:
How we invest your money
The Underlying Fund invests in a diversified selection of global securities.
The Manager believes that markets are semi-efficient and share prices do not always reflect inherent value. Through in-house, bottom-up company research, the Manager aims to uncover the opportunities that it believes offer the greatest scope for outperformance. Based on this research approach, the Manager 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.
The Underlying Fund's exposure to international securities1 will not be hedged back to Australian dollars. This means that the value of an investment in the Underlying Fund will change not only on the basis of a change in asset values, but also because of movements in exchange rates.
The Manager may make use of derivatives, such as futures contracts and swaps. Generally, derivatives will be used for cash flow management purposes within the Underlying Fund. Any derivative exposure must be fully covered by cash or assets sufficient to meet any obligation that could arise. If derivatives are used, they will comprise a small portion of the Underlying Fund's assets.
The asset allocation of the Underlying Fund is: