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Fidelity Funds - Australian Diversified Equity Fund A-acc-aud (0P00006DA0)

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32.370 +0.340    +1.06%
24/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 145.62M
Type:  Fund
Market:  Luxembourg
Issuer:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0261950041 
Asset Class:  Equity
Fidelity Funds - Australia Fund A-Acc-AUD 32.370 +0.340 +1.06%

0P00006DA0 Overview

 
On this page you'll find an in-depth profile of Fidelity Funds - Australian Diversified Equity Fund A-acc-aud. Learn about the key management, total assets, investment strategy and contact information of 0P00006DA0 among other information.
Category

Australia & New Zealand Equity

Total Assets

145.62M

Expenses

1.92%

Inception Date

Sep 25, 2006

Investment Strategy

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.

Contact Information

Address Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Phone + 49 (0) 800 000 65 66
Fax + 352 26 38 39 38

Top Executives

Name Title Since Until
Zara Lyons - 2019 Now
Biography Zara Lyons joined Fidelity International in June 2017, as an Investment Analyst based in Sydney. Prior to joining Fidelity, Zara worked at CLSA, Nomura and RBS Equities, as a healthcare analyst. Prior to this she worked at JP Morgan Research, ABN AMRO and BZW in other sectors, both in Australia and the UK. Zara has a Bachelor of Commerce in Accounting and Finance from University of New South Wales; and Bachelor of Design in Architecture from the University of Sydney.
Venkata Rajesh Gannamani - 2019 Now
Paul Taylor Head 2019 Now
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.
Anita Costa - 2017 2019
Pak-Luan Yeoh - 2013 2017
Biography 2013 – Present Portfolio Manager – FIL, Sydney 2009 – 2013 Research Analyst, FIL, Sydney 2007 – 2009 Research Analyst / Asia Pacific Consumer Sector Leader, FIL, Sydney 2003 – 2006 Research Analyst, FIL, Sydney 2002 – 2003 Research Analyst, FIL, Hong Kong 1999 – 2002 Equity Analyst – Maple-Brown Abbott, Sydney
Paul Taylor Head 2004 2013
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.
David Urquhart Portfolio Manager 2002 2004
Biography Urquhart joined Fidelity Investments in 1996. Je has worked as a research analyst, country fund manager, and portfolio manger.
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