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.
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.
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.
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.
|Risk level||6 – high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||1.44% p.a.|
|Recommended minimum investment period||Five to seven years|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 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)
|Min %||Max %|