Fidelity Funds - Australian Diversified Equity Fund A-AUD

Category Australia & New Zealand Equity

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Last buy/sell price

97.83

arrow-down-1.03 (-1.05%)

Fund Code

4332538

LU0048574536

Prices updated as at 21 Feb 2025
|
Prices in AUD

Investment objective
The fund aims to achieve capital growth over the long term and provide income. The fund invests at least 70% of its assets, in equities of companies of any capitalisation that are listed, headquartered, or do most of their business in in Australia. The fund may also invest in Australian corporate hybrid and debt securities if the Investment Manager believes they offer better investment opportunities than the related equity. The fund may also invest in money market instruments on an ancillary basis.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Company name
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund launch date
06 Dec 1991
Domicile
Luxembourg
UCITS
Yes
Lead manager
Paul Taylor
Lead manager start date
01 Aug 2019
Lead fund manager biography
Portfolio Manager and Head of Investment Australia Paul Taylor has run the Fidelity Australian Equities strategy since its 2003 inception. Taylor joined Fidelity in London in 1997, subsequently holding roles that included portfolio manager of Fidelity Global Financial Services. Taylor has a Master of Finance from London Business School.
Head office
2a, rue Albert Borschette
Luxembourg
Luxembourg
L-1246
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