New to mFund

Invest in this fund via mFund code FIL43

Fund overview

The Fund invests in a portfolio of listed mid- and small-cap global shares. It invests in approximately 40 to 70 global companies. The Fund offers a diversified and balanced portfolio that aims to deliver more consistent returns through different market cycles. The Fund’s investment approach is driven by bottom-up fundamental research that seeks attractively valued mid- to small-cap companies with strong competitive positioning, and sound company management.  

As the Fund invests globally, it may invest in countries considered to be emerging markets.  

The Fund will not be eligible to invest into any tobacco securities. Tobacco is defined as any security within the Tobacco MSCI Industry Leve.

Fund Objective 

To achieve returns in excess of MSCI World Mid Cap Index (AUD) over the suggested minimum investment time period of seven or more years.  

About Fidelity  

Fidelity is one of the world’s leading asset managers with a global network researching investment opportunities in the US, Europe, the Middle East, Africa and Asia Pacific. Fidelity manages over A$481.1* billion on behalf of both private and institutional investors.  

Fidelity is an active asset manager with a fundamental research philosophy. Fidelity builds investment funds stock by stock through on-the-ground analysis of companies, their customers, suppliers and competitors. This intensive research process sets Fidelity apart from other fund managers and we believe gives Fidelity a significant competitive advantage when choosing companies for our equity portfolios. 

*As at 30 June 2020. 

For more information about this Fund click here.

Disclaimer

This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”).  Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International. This disclosure is made pursuant to requirements of ASX OR 10A.4.2. This document has been prepared without taking into account your objectives, financial situation or needs.  You should consider these matters before acting on the information.  You should also consider the relevant Product Disclosure Statement for any product mentioned in this document before making any decision about whether to acquire the product. This document may not be reproduced or transmitted without the prior written permission of Fidelity Australia.  The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009.   © 2020 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL Limited.