Fidelity International launches Global Future Leaders Fund

From

Fidelity International has launched the Fidelity Global Future Leaders Fund, providing Australian investors targeted exposure to small and mid-cap investment opportunities from around the world. The fund, co-managed by portfolio managers James Abela and Maroun Younes, offers access to an actively managed portfolio of 40 to 70 small to mid-cap global stocks with a market

continue reading

Fidelity’s Kate Howitt named on best female fund manager list

From

For the second year in a row, Fidelity International’s Kate Howitt has been named in Citywire’s list of the top 30 female fund managers in the world, ranking 11th out of 1,762 female active managers and scoring 286 points. Howitt is based in Sydney and has been portfolio manager of the Fidelity Australian Opportunities Fund since

continue reading

Fidelity International achieves top scores in PRI’s annual assessment 

From

For the third year in a row, Fidelity International has achieved top ratings across every assessed category in Principles for Responsible Investment’s (PRI) annual assessment. PRI rated Fidelity International A+ across seven investment categories, including Fidelity’s equity and fixed income offerings, as well as its strategy and governance activities. Paras Anand, Chief Investment Officer, Asia

continue reading

Fidelity research reveals true cost of pandemic

From

The mental wellbeing of almost half of Australians has been negatively impacted by COVID-19, while almost one in three have seen their financial wellbeing suffer, new research from Fidelity International reveals. Fidelity’s latest ‘Pulse Survey’ explored the impact of COVID-19 on people’s finances, as well as their overall wellbeing.  It found 28.6% believe their physical

continue reading

The New Economic Order

From

Fidelity International has outlined its base case macroeconomic assumption of a U-shaped recovery and addressed the new long-term trends that will set the world on a unique course post Covid-19. In ‘The New Economic Order’, Fidelity forecasts that government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will become permanent features

continue reading

Almost half of women would struggle financially in relationship breakdown

From

Almost half (44.1%) of Australian women say they would not be financially stable if their relationship or marriage were to end tomorrow, new research from Fidelity International reveals. This compares to 29.7% of men. Women are also vulnerable when it comes to job security with one in three (34.5%) saying they could only manage for

continue reading

Fidelity International Analyst Survey: A watershed year for ESG

From

As we enter a new decade,  has uncovered a tipping point for corporates globally as they recognise that considering environmental, social and governance factors is not just the right thing to do, but good business too. This year, 90 per cent of Fidelity International’s analysts report that some or all of the companies they cover

continue reading

Fidelity research highlights the importance of personal finance in overall wellbeing

From

The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues, new research from Fidelity International has revealed. Fidelity International’s ‘The Value of Advice’ report, based on a survey of 2,000 Australians, aims to take a pulse of Australia’s financial and overall wellbeing and highlight

continue reading

Understanding capture spread the key to retirement income

From

A fundamental shift in the investment strategies offered to Australians will be required to meet the needs of future retirees, according Richard Dinham, head of client solutions and retirement at Fidelity International. With 65 per cent of Australia’s $2.8 trillion superannuation assets sitting in the hands of fund members aged 50 years and older[1], there

continue reading

Fidelity wins Australian equities – small caps, and emerging markets categories at Zenith Awards

From

Fidelity International has been rewarded for its investment approach after being announced as the winner across two categories at the 2019 Zenith Fund Awards, including Australian Equities – Small Caps and International Equities – Emerging Markets and Regional. The awards, hosted by Zenith Investment Partners, were announced at a lunch in Sydney yesterday, and recognise and encourage excellence

continue reading