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Fidelity Future Leaders Fund

Investment objective

To achieve returns in excess of the S&P/ASX Mid Small Index over the suggested minimum investment time period of five to seven years.

Investment strategy

The fund provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid- and small-cap Australian shares. It delivers significant diversification benefits by investing in 40 to 70 Australian companies.

Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.

Investment manager

FIL Investment Management (Australia) Limited is part of the Fidelity International (Fidelity) which provides investment solutions and retirement investment expertise to institutions, individuals and their advisers.

FIL is privately owned with the majority owned by its senior employees. FIL managed $418.9 billion as at 30 June 2018.

Unit prices

Buy Price ($)
Sell Price ($)

Key features

APIR CodeOVS5444AU
FactsheetDownload
Risk level6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Annual management fee1.44% p.a.
Recommended minimum investment period5 to 7 years

Performance

Performance data will be available from 1 April 2019, after the fund's first quarter in operation. The performance of your investment is measured after taxes and fees within this tax paid fund.

Asset allocation

Min %Max %
Australian equities90100
Cash010

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or Contact Us for any investment, product or administrative enquiries.

Request a PDS