Fidelity Future Leaders - Managed Fund

Fund Objective

To achieve returns in excess of the benchmark over the medium to long term.

Fund Strategy

The Fidelity Future Leaders Fund provides investors with the potential for long-term capital growth by investing in a diversified portfolio of listed mid and small-cap 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.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	7.78%	10.98%	19.52%	38.91%	17.89%	4.33%	8.04%	12.04%
Growth return	7.78%	10.98%	18.97%	37.76%	16.77%	2.12%	6.5%	10.24%
Income return	0%	0%	0.55%	1.15%	1.12%	2.21%	1.54%	1.8%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	1.32%	7.29%	7.28%	19.88%	7.73%	-0.08%	4.6%	7.66%

As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fidelity Future Leaders

Australian Equities: 94.86%

Cash: 5.14%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 91.54%

Cash: 3.95%

International Equities: 2.99%

Property: 1.25%

Fixed Interest: 0.02%

Alternatives: 0.26%

General Information

Fund Details

Type	Description
Fund Name	Fidelity Future Leaders
APIR Code	FID0026AU
Sector/Asset Class	Equity Australia Mid/Small Growth
Morningstar Rating	(as at 30 Nov 2024)
Legal Structure	Investment Fund
Fund Inception	22 Jul 2013
Fund Size	$848.65 million (as at 30 Nov 2024)
Entry Price	$29.5746 (as at 23 Dec 2024)
Exit Price	$29.427 (as at 23 Dec 2024)
Fund Status	Open

Offer information

Type	Description
MER	1.20% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR)	1.20% (as at 30 Jun 2024)
Performance fee (not included in ICR)	0
Minimum initial investment	$25,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2024)

Holding (as at 31 Jul 2024)	Type	% of Portfolio
CAR Group Ltd	Equity	5.69%
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FAQs about the Fidelity Future Leaders

What is the objective of the Fidelity Future Leaders managed fund?

The objective of the Fidelity Future Leaders managed fund is To achieve returns in excess of the benchmark over the medium to long term.

What is the strategy for the Fidelity Future Leaders managed fund?

The strategy of the Fidelity Future Leaders managed fund is The Fidelity Future Leaders Fund provides investors with the potential for long-term capital growth by investing in a diversified portfolio of listed mid and small-cap 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.

What is the APIR code of the Fidelity Future Leaders managed fund?

The APIR code of the Fidelity Future Leaders managed fund is FID0026AU.

What was Fidelity Future Leaders’s total return last month?

Fidelity Future Leaders’s total return last month was 7.78%. This was made up of a growth return of 7.78% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

What was Fidelity Future Leaders’s total return for the last three months?

Fidelity Future Leaders’s total return for the last three months was 10.98%. This was made up of a growth return of 10.98% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

What is Fidelity Future Leaders’s one-year total return?

Fidelity Future Leaders’s one-year total return is 38.91%. This was made up of a growth return of 37.76% and an income return of 1.15%. These returns were calculated as at 30 Nov 2024.

What is Fidelity Future Leaders’s three-year total return?

Fidelity Future Leaders’s one-year total return is 4.33%. This was made up of a growth return of 2.12% and an income return of 2.21%. These returns were calculated as at 30 Nov 2024.

What is the asset allocation of the Fidelity Future Leaders managed fund?

The asset allocation of the Fidelity Future Leaders managed fund is :

Australian Equities: 94.86%

Cash: 5.14%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Fidelity Future Leaders managed fund belong to?

The Fidelity Future Leaders managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

What is the size of the Fidelity Future Leaders managed fund?

As at 30 Nov 2024, the size of the Fidelity Future Leaders managed fund was $848.65 million.

What is the inception date of the Fidelity Future Leaders managed fund?

The Fidelity Future Leaders managed fund has an inception date of 22 Jul 2013.

What is the current entry price of the Fidelity Future Leaders managed fund?

The current entry price of the Fidelity Future Leaders managed fund is $29.5746 per unit and the current exit price is $29.427 per unit (as at 23 Dec 2024).

What is the current exit price of the Fidelity Future Leaders managed fund?

The current exit price of the Fidelity Future Leaders managed fund is $29.427 per unit and the current entry price is $29.5746 per unit (as at 23 Dec 2024).

What is the minimum investment amount for the Fidelity Future Leaders managed fund?

The minimum initial investment amount for the Fidelity Future Leaders managed fund is $25,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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