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The fund aims to achieve capital growth over the long term and provide income. The fund invests at least 70% of its assets, in equities of companies of any capitalisation that are listed, headquartered, or do most of their business in in Australia. The fund may also invest in Australian corporate hybrid and debt securities if the Investment Manager believes they offer better investment opportunities than the related equity. The fund may also invest in money market instruments on an ancillary basis.
Name | Title | Since | Until |
---|---|---|---|
Paul Taylor | Head | 2019 | Now |
Biography | Portfolio Manager and Head of Investment Australia, Paul Taylor has run the Fidelity Australian Equities strategy since its 2003 inception. Taylor joined Fidelity in London in 1997, subsequently holding roles that included portfolio manager of Fidelity Global Financial Services. Taylor has a Master of Finance from London Business School. | ||
Zara Lyons | - | 2019 | 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. | ||
Venkata Rajesh Gannamani | - | 2019 | Now |
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 | Portfolio Manager and Head of Investment Australia, Paul Taylor has run the Fidelity Australian Equities strategy since its 2003 inception. Taylor joined Fidelity in London in 1997, subsequently holding roles that included portfolio manager of Fidelity Global Financial Services. Taylor has a Master of Finance from 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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