Fidelity

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.

Unit price

Fidelity Future Leaders Fund Unit Price History

Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.

Key Features

Key Features
APIR CodeOVS5444AU
Risk level
6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount
$500
Minimum balance$500
Total net management fee1.44% p.a.
Recommended minimum investment periodFive to seven years

Performance

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

1 mth3 mth6 mth1 yr
Net return* (%)-1.20%2.85%17.46%6.59%

Past performance is not a reliable indicator of future performance.
(*As at 30/09/2020)

Asset Allocation

Min %Max %
Australian equities90100
Cash010

 

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.