 |  | | | Dear subscriber,
Three demographic megatrends shaping global growth are longer lives, better lives and more lives. These trends have the power to significantly impact society and economies and can create exciting opportunities for the active stock picker.
The Fidelity Global Demographics Fund (Managed Fund) seeks to invest in quality companies benefiting from these demographic trends, investing in innovative industries such as IT and healthcare, robotics and automation, luxury goods and renewable energy.
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| | Why demographics, why now? | At a time of macroeconomic and political uncertainty, demographics - the study of a population based on factors like age, income, employment, and education - stands out in terms of predictability.
Fidelity has more than a decade of experience investing in demographics. The Fund has a strong track record of 16.43% p.a since inception*, against its benchmark of 14.83% p.a.
The great news for investors is you can now access this actively managed fund in one simple trade on the ASX via our Active ETF: FDEM.
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| | | Why invest in the Fidelity Global Demographics Fund
(Managed Fund) ASX: FDEM? | | | | Demographics are a structural, visible, long-term megatrend |
| | | | A focus on quality and growth companies with strong ESG credentials that can deliver value over time |
| | | | The co-manager approach ensures deep understanding of stock and industry dynamics and enables PMs to cover investment universe in greater detail |
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| | Simple access to our global expertise |  | With rising incomes in developing countries, the composition of the global population is creating an expanding middle class.
Aneta Wynimko, co-PM Fidelity Global Demographics strategy explains how better lives is creating exciting opportunities for investors. | | |
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|  | | Why invest in Active ETFs? | | Get your free educational E-book on investing in Active ETFs. Discover their history, the key features and benefits and explore some key considerations for choosing Active ETFs. | | |
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| | | *Inception date 30/11/12. Performance stated as at 28 February 2022. Benchmark MSCI All Country World Index NR. Past performance is not a reliable Indicator of future performance. The Fund is subject to the risk of stock market fluctuations. Total returns (net) have been calculated using the net asset value of the Fund from one period to the next. The returns include any reinvested distributions and are after fees and expenses. No allowance has been made for taxation. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed.
This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 ("Fidelity Australia"). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International. Prior to making an Investment decision, retail Investors should seek advice from their financial advisor. Investors should also obtain and consider the Product Disclosure Statements (PDS) for the fund mentioned in this document. The PDS is available on www.fidelity.com.au or can be obtained by contacting Fidelity Australia on 1800 119 270. The Target Market Determination (TMD) is available at www.fidelity.com.au This document has been prepared without taking into account your objectives, financial situation or needs. You should consider such matters before acting on the information contained in this document. This document may include general commentary on market activity, industry or sector trends or other broad-based economic or political conditions which should not be construed as investment advice. Information stated therein about specific secures is subject to change. Any reference to specific securities should not be construed as a recommendation to buy, sell or hold these securities. While the information contained in this document has been prepared with reasonable care, no responsibility or ability is accepted for any errors or omissions or misstatements however caused. The document may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelty’s funds is FIL Respors ble Entity (Austral) Limited ABN 33 148 059 009. References to ($) are in Australian dollars unless stated otherwise
© 2022 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbols are trademarks of FIL Limited. |
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