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Fidelity Australian Opportunities (0P0000WLHG)

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20.734 +0.190    +0.94%
29/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 197.33M
Type:  Fund
Market:  Australia
Issuer:  FIL Australia
ISIN:  AU60FID00219 
Asset Class:  Equity
Fidelity Australian Opportunities 20.734 +0.190 +0.94%

0P0000WLHG Overview

 
On this page you'll find an in-depth profile of Fidelity Australian Opportunities. Learn about the key management, total assets, investment strategy and contact information of 0P0000WLHG among other information.
Category

Equity Australia Large Blend

Total Assets

197.33M

Expenses

Inception Date

Jul 31, 2012

Investment Strategy

The Fidelity Australian Opportunities Fund provides investors with the potential for long-term capital growth and some income by investing in a concentrated portfolio of listed Australian shares. 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 the opportunities that it believes offer the greatest scope for outperformance.

Contact Information

Address Boston MA 02109
Boston,MA 02109
United States
Phone 6175637100

Top Executives

Name Title Since Until
Casey Mclean - 2022 Now
Biography Effective 1 Oct 2022, Casey McLean took over from Kate Howitt as Portfolio Manager. McLean brings experience in analysing and managing Australian equities initially and then mostly Asia equities in the latter half of his career so far. He joined Fidelity in July 2015 as an analyst in Hong Kong covering regional energy and regional technology hardware and semiconductors, before rising to comanager of the China Innovations Fund in 2020. His previous portfolio management experience also includes his role as first analyst, then portfolio manager at AMP Capital in the Asian equities division from 2010 to 2015, and he was a research analyst/portfolio manager at Three Pillars Portfolio Managers covering Australian equities in the two years prior. McLean is a CFA CHarterholder.
Clare Coleman - 2021 Now
Biography Clare Coleman was appointed Assistant Portfolio Manager in October 2021, before being promoted to Co-Portfolio Manager on 30/09/2022, assisting Casey McLean as Lead PM. Coleman is an experienced analyst with over 10 years industry experience. She joined Fidelity as an analyst in 2019 and has covered Tech, Industrials, Gaming & Media sectors. Prior to joining Fidelity, Clare was a Senior Investment Analyst at First State Super covering the TMT, Gaming & Consumer sectors and Clare has also held investment banking & equities research analyst roles at Morgan Stanley & Merrill Lynch covering Oil & Gas, Resources and REITs. Clare graduated from the University of Sydney with a Bachelor of Commerce (First Class Honours) & Bachelor of Laws (First Class Honours).
Kate Howitt - 2012 2022
Biography Kate is a portfolio manager in Fidelity's highly successful Australian equities investment team. She was promoted to the position in 2007 to manage Australian-benchmarked portfolios. Kate was previously a research analyst for three years covering banks, insurers and diversified financials. Prior to that she was an analyst / portfolio manager with AMP Capital for the AMP Value Plus Fund covering financials, food and retail.Kate was a consultant with Boston Consulting Group in Sydney before she started her career in funds management.
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