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Showing 1 - 10 of 15 results for "Future Leaders Fund"

Fidelity launches global fund

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... International has launched an actively-managed global fund that invests in small- to mid-caps. The Fidelity Global Future Leaders Fund is jointly run by portfolio managers James Abela and Maroun Younes. The portfolio managers look to invest in up to ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... Ordinaries index by 80 basis points. Australian Unity Platypus Australian Equities (13.6% p.a.), Fidelity Future Leaders Fund (13.4% p.a.), Hyperion Australian Growth Companies Fund (11.4% p.a.), Bennelong Australian Equities Fund (11% p.a.) and Bennelong ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... deviation (22.7%). Hyperion Australian Growth Companies Fund had the best Sortino ratio (0.5) while Fidelity Future Leaders Fund had the best information ratio (1.4). In the small companies category, Lakehouse Small Companies Fund scores the best on ...

Colonial First State ups cash for Aussie equities funds

KANIKA SOOD  |  TUESDAY, 17 MAR 2020
... temporarily allowed to hold up to 20% in cash, up from the 10% they are allowed right now. The Colonial First State Future Leaders Fund, which invests in smaller companies, will be allowed to hold 15% in cash as compared to 10% previously. "Due to the ...

Fidelity sweeps Morningstar Australia Awards

KANIKA SOOD  |  MONDAY, 2 MAR 2020
... investors in 2019." Fidelity also won in the Aussie small caps category, third year in a row, for its Fidelity Future Leaders Fund managed by James Abela. The other finalists in the category were First Sentier Investors (formerly CFSGAM) and Hyperion ...

Lonsec and Zenith upgrade Fidelity ratings

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
Lonsec has upgraded the Fidelity Future Leaders Fund to "Highly Recommended" and Zenith has increased its rating of Fidelity's Australian mid- and small-cap fund managed by James Abela to "Recommended". In a statement Lonsec said, "James Abela is a ...

Fidelity adds 12 funds to mFunds

MARK SMITH  |  TUESDAY, 23 FEB 2016
... Fidelity Australian Equities Fund run by Paul Taylor, the group is adding its Australian Opportunities Fund, Future Leaders Fund, Global Equities Fund, Hedged Global Equities Fund, Global Demographics Fund, Global Emerging Markets Fund, Global Dividend ...

Fidelity launches new mid-small cap Australian equity fund

MARK SMITH  |  THURSDAY, 25 JUL 2013
... Fidelity has launched a new Australian equity fund focusing on the mid- and small-cap market. The Fidelity Future Leaders Fund will comprise a portfolio of between 40 and 70 stocks from outside the Australian market's 50 largest companies. The fund will ...

IML Future Leaders posts 25pc return

MICHAEL HOBBS  |  TUESDAY, 3 AUG 2010
Investors Mutual Limited's (IML) Future Leaders Fund returned more than 25 per cent for the financial year to July beating its benchmark by more than 12 per cent and cementing its spot in the top five best performing Australian equities funds over the ...

IML staff strategy gets nod from ratings firm

MICHAEL HOBBS  |  FRIDAY, 23 OCT 2009
... Wholesale - Future Leaders and Small Cap fund from 'two stars' to 'three stars'. IML's Sandhurst BMF - Sandhurst Future Leaders fund and Sandhurst Professional IML Future Leaders fund were also upgraded from 'two stars' to 'three stars'. "There is a ...
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