Fidelity Future Leaders Fund

Investment objective

To achieve returns in excess of the S&P/ASX Mid Small Index over the suggested minimum investment time period of five to seven years.

Investment strategy

The fund provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid- and small-cap Australian shares. It delivers significant diversification benefits by investing in 40 to 70 Australian companies.

Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.

Investment manager

FIL Investment Management (Australia) Limited is part of the Fidelity International (Fidelity) which provides investment solutions and retirement investment expertise to institutions, individuals and their advisers.

FIL is privately owned with the majority owned by its senior employees.

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Unit price

Fidelity Future Leaders Fund Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	5.65%	7.82%	13.87%	26.33%	10.95%	2.63%

^{Past performance is not a reliable indicator of future performance.

(*As at 30/11/2024)}

Key features

Key features
APIR Code	OVS5444AU
Risk level	6 – high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	1.14% p.a.
Recommended minimum investment period	Five to seven years

Target asset allocation

Asset class	Min %	Max %
Australian equities	90	100
Cash	0	10