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Anz Oa Sup-fidelity Australian Equity Fund Ef (LP65154131)

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ANZ OA Sup-Fidelity Australian Equity Fund EF historical data, for real-time data please try another search
3.963 -0.020    -0.38%
08/06 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.86M
Type:  Fund
Market:  Australia
Issuer:  OnePath/ANZ Group
ISIN:  AU60MMF11771 
Asset Class:  Equity
ANZ OA Sup-Fidelity Australian Equity Fund EF 3.963 -0.020 -0.38%

LP65154131 Overview

 
On this page you'll find an in-depth profile of Anz Oa Sup-fidelity Australian Equity Fund Ef. Learn about the key management, total assets, investment strategy and contact information of LP65154131 among other information.
Category

Equity Australia Large Blend

Total Assets

2.86M

Expenses

Inception Date

Mar 02, 2009

Investment Strategy

The Fund invests in a diversified selection of around 30 to 50 Australian companies. 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. Based on this research approach, Fidelity seeks out stocks that it believes are undervalued and likely to generate growth.

Contact Information

Address GPO Box 5306
,
Australia
Phone -

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 2009 Now
Biography Paul Taylor is the Head of Investments Australia, and portfolio manager of the FF Australian Diversified Equity Fund. He also manages several segregated mandates investing in Australian equities. Paul has been managing Australian equities at Fidelity International since 2003. In December 2021, Paul expanded his role and became head of investments for Australia. Paul joined Fidelity in London in 1997 as an investment analyst. He initially covered the European diversified industrials/engineering sector before becoming the lead European bank analyst. He then assumed the role of European Financial Sector Research Leader where he was responsible for coordinating all European financial sector research as well as managing the European Financial Services Fund. Paul was then promoted to take on global financial services research as well as manage Fidelity’s Global Financial Services Fund. He returned to Sydney in 2003 to establish Fidelity’s Australian equity team. Paul has managed the Fidelity Australian Equities Fund since inception. Paul holds a Master of Finance from the London Business School and a Bachelor of Commerce and Business from the University of Queensland.
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