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The fund aims to achieve income and long-term capital growth primarily through investments in Australian equity securities and related instruments. The fund will invest in a mixture of larger, medium and smaller sized companies.
Name | Title | Since | Until |
---|---|---|---|
Zara Lyons | - | 2019 | Now |
Venkata Rajesh Gannamani | - | 2019 | Now |
Paul Taylor | Head | 2019 | Now |
Biography | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
Anita Costa | - | 2017 | 2019 |
Pak-Luan Yeoh | - | 2013 | 2017 |
Biography | 2013 – Present Portfolio Manager – FIL, Sydney 2009 – 2013 Research Analyst, FIL, Sydney 2007 – 2009 Research Analyst / Asia Pacific Consumer Sector Leader, FIL, Sydney 2003 – 2006 Research Analyst, FIL, Sydney 2002 – 2003 Research Analyst, FIL, Hong Kong 1999 – 2002 Equity Analyst – Maple-Brown Abbott, Sydney | ||
Paul Taylor | Head | 2004 | 2013 |
Biography | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
David Urquhart | Portfolio Manager | 2002 | 2004 |
Biography | Urquhart joined Fidelity Investments in 1996. Je has worked as a research analyst, country fund manager, and portfolio manger. |
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