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Cfs Fc W Pen-fidelity Aust Equities (LP65039026)

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2.994 +0.010    +0.17%
18/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 711.39M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF08273 
Asset Class:  Equity
CFS FC W Pen-Fidelity W Aus Equities 2.994 +0.010 +0.17%

LP65039026 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-fidelity Aust Equities. Learn about the key management, total assets, investment strategy and contact information of LP65039026 among other information.
Category

Equity Australia Large Blend

Total Assets

711.39M

Expenses

Inception Date

Mar 03, 2006

Investment Strategy

Fidelity believes that markets are semi-efficient, and share prices don’t always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover those opportunities which Fidelity believes offer the greatest scope for outperformance. Based on this research approach, the portfolio manager seeks out stocks that it believes are undervalued and likely to generate growth. The companies selected for the portfolio must demonstrate good management, strong competitive advantages and favourable industry dynamics.

Contact Information

Address 201 Sussex Street
Sydney,NSW 2000
Australia
Phone +61 2 93782000
Fax +61 02 9118 7192

Top Executives

Name Title Since Until
Zara Lyons - 2022 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.
Justin Teo - 2022 Now
Biography Justin Teo joined Fidelity International in March 2017, as an Investment Analyst based in Sydney. Justin has covered various sectors including industrials (cyclicals), natural resources and utilities sectors. Prior to joining Fidelity, Justin worked at Credit Suisse across the resources sector in London and Sydney. Justin is a CFA Charterholder and holds a Bachelor of Economics with First Class Honours in Finance from the University of Sydney.
Paul Taylor Head 2006 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.
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Pratchaya Mahatkun
Pratchaya Mahatkun Dec 07, 2022 18:21
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