The Fidelity Future Leaders Fund has won the Morningstar 2019 Australian Fund Manager of the Year Award- Domestic Equities Small Cap Category* for the second year in a row at the annual 2019 Morningstar Awards held in Sydney on 1 March 2019.
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A statement from Morningstar reads:
“Fidelity Future Leaders has won Domestic Equities-Small Cap Fund of the Year for the second consecutive year, which is testament to the disciplined investment process and well-considered portfolio construction methodology. However, ultimately, the strategy’s success has been highly dependent on the thoughtful portfolio manager, James Abela and his decision-making ability. Abela selects stocks for the portfolio based on the three pillars of viability, sustainability, and credibility, which have allowed him to avoid some of the major stock disasters and achieve some outstanding results against peers, in the past 5 years. Fidelity Future Leaders has the solid characteristics necessary to ensure investors are rewarded through the full economic cycle”
It is an institutional-grade recognition of risk and return, and tribute to his unique investment process (QTVM - Quality, Momentum, Transition and Value).
“Sincere thanks to my clients, the Fidelity family and the rigorous client centric risk-return framework of Morningstar”- James Abela, Portfolio Manager, Fidelity Future Leaders Fund
*Morningstar Awards 2019 (c). Morningstar, Inc. All Rights Reserved. Awarded to Fidelity Future Leaders Fund, Fund Manager of the Year, Domestic Equities Small Caps, Australia.
