Asia ex Japan large cap-biased equities. Active concentrated strategy.
Data as of
Fidelity International Ltd (FIL) is the international business arm of Fidelity Investments, a privately owned US-origin asset manager founded in 1946 and is one of the largest globally with over US$16tn of AUM across a wide range of services and products. FIL on its own manages over US$1tn of assets with long-only mutual funds being the core business.
The Fidelity Asia Pacific Opportunities Fund is an actively managed fund that aims to achieve capital growth over the long term, by investing primarily in companies headquartered or do most of their business in Asia Pacific excluding Japan region. The fund is managed with a disciplined, fundamental bottom-up approach that results in a concentrated, high-conviction portfolio where each position is intended to have a meaningful impact on returns, while risk is balanced through diversification. Strategy is style-neutral over time and at times with contrarian stance. Investment decisions centre on company fundamentals, market sentiment and valuation, with the aim to build a differentiated portfolio of Asia Pacific companies with the potential to deliver attractive long-term performance. The fund has a concentrated portfolio of ~30 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Fidelity Funds - Asia Pacific Opportunities Fund
This fund represents active exposure to Asia ex Japan large cap-biased equities.
Amundi MSCI AC Asia Ex Japan UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to Asia ex Japan large cap-biased equities.
The fund focuses on a bottom-up investment approach to look for companies based on fundamentals, market sentiment and valuation. The fund runs a concentrated high conviction portfolio.
Sectors
Geography