Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Fidelity International

  •   28 February 2024
  •      
  •   

Fidelity continues to build fixed income capability in Australia with launch of new fund

Fidelity International has launched the Fidelity Global Bond Fund in Australia, jointly managed by Rick Patel, Ario Emami Nejad and Daniel Ushakov.

The Fund invests mainly in investment grade global sovereign bonds and global corporate bonds, but also provides some exposure to global high yield bonds and emerging market bonds. The Fund has an overall average AA-investment grade credit rating*.

Commenting on the launch, Managing Director, Lawrence Hanson, highlighted growing client interest in, and demand for, investments in quality government and investment-grade corporate bonds.

“Clients are increasingly seeking alternative investment options with lower risk exposures to complement their current investment strategies. “

“The launch of the Fidelity Global Bond Fund further expands our service offering in Australia, providing investors with investment choice and diversification, and access to our global investment capabilities.”

Global Cross Asset Specialist Lukasz de Pourbaix believes the fund offers a number of benefits for investors in the current environment.

“We’re arguably edging closer to the end of the interest rate tightening cycle. Should central banks begin easing interest rates once inflation is deemed to be under control, this would be positive for bond strategies, particularly those that are exposed to duration risk such as government bonds or strategies benchmarked against the Bloomberg Global Aggregate Bond Index.

Besides regular income distributions, the Fund also offers the potential for higher returns than traditional cash investments over the medium to long term.

“The Fidelity Global Bond Fund is an actively managed portfolio of global bonds. To generate attractive returns, we combine diversified investment positions advised by our in-house fundamental credit research, quantitative modelling and specialist traders.”

“The fund provides a broad and diversified exposure to global bond markets, and we have the ability to allocate exposure to different geographies, currencies, sectors, and maturities to meet the Funds’ return and risk objectives. “

The fund has a suggested minimum investment period of five years and is suitable for investors with a medium tolerance for risk.

*As rated by internationally recognised rating agencies

Click here for more information

 

  •   28 February 2024
  •      
  •   
banner

Most viewed in recent weeks

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

The housing slide could become a crash

House prices are sliding across Australia, yet the most dangerous ingredient for a housing crash is still missing. If job losses surge amid growing economic risks, today's correction could become a historic property downturn.

Latest Updates

Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

Sponsors

Alliances

  • ASA-Logo-RGB-ActiveGreen-web.png

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.