Whether you are thinking about your family's wellbeing or trying to fulfil your own personal dreams, you need an investment partner who is also thinking ahead. For nearly half a century, Fidelity's research driven expertise has been delivering long-term performance and helping generations of investors feel confident about the future.

  • Video
    Educating my child
  • Video
    Setting up a business
  • Video
    Looking to the future
  • Video
    Financial freedom

Fidelity - Your expert investment partner

Whatever your future goals, our investment team goes to the ends of the world to ensure we make the right decisions for you, and we mean that literally. If we need to visit lithium mines in South America or factories in China’s industrial heartlands in order to gain conviction for an investment decision, we will go.

In fact, of the 16,000 company meetings we attend each year, many take place outside of the boardroom. We do this because we believe that better research leads to better confidence, better investment decisions and better long-term performance for you.

Connecting the dots

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
Research professionals based around the world work together across regions, sectors and asset classes
All insights from on-the-ground company meetings are shared in real time
Our analysts rotate sectors every two years ensuring established views are challenged
Thousands of company financial models are developed and saved for current and future analysis
All this information is gathered in a proprietary online system which can help identify patterns and anomalies and highlight investment ideas
The result is better investment ideas and better long-term performance for our clients


2016 Thompson Reuters Lipper Fund Awards

Fidelity has won 30 Lipper awards in the Asia Pacific ex-Japan region in 2016, in recognition of our outstanding investment capabilities. View our 2016 Lipper awards

Research in action

Let's look at an example of our integrated research in action:

Case study: Kweichow Moutai

Local analysis allows us to invest with conviction

Show case study

Kweichow Moutai

China's leading traditional liquor producer

Kweichow Moutai is a leading producer of premium alcohol in China. In 2012, the Chinese government’s policy to control government entertainment budgets began to impact its sales and concerns about an economic slowdown also hurt sentiment.

Our research approach highlighted that investors had overlooked an almost debt-free balance sheet, healthy cash flows and an attractive return on equity. Furthermore, the stock not only had a limited downside but also offered a good dividend yield.

Research outcome

Our consumer analyst upgraded Kweichow Moutai to a buy in April 2013 and retained their conviction in the stock even during the A-share downtrend seen in China in 2015. Since our analyst's buy recommendation, the stock has delivered a return of 117% compared to the index (Shanghai A share) return of 42%.^

Source: Bloomberg, April 2016 (rebased to 100) ^ Reference to specific securities is included for illustration only and should not be construed as a recommendation to buy or sell the same. Performance of the security is not a representation of any investment fund's performance.

How our team found value in Kraft’s unloved brands

Show case study


Kraft did not fit the ‘healthy living’ tag

In 2014, in a world increasingly obsessed with 'healthy' food, Kraft found itself out of favour with investors. However, Fidelity’s consumer analyst thought there was more to this ‘processed cheese’ business than met the eye.

He reviewed in detail its large collection of old, long-established brands, and found that the brands in Kraft’s portfolio were, in fact, very robust.

Our analyst upgraded the stock to a ‘buy’ rating in September 2014. In March 2015, Heinz merged with Kraft and the share price rose over 35% on the day.

Research outcome

Dan Roberts, Portfolio Manager of the Global Dividend Fund, purchased the stock in December 2014 and closed his position in March 2016 when valuations were no longer attractive. From the time he purchased it until the merger, the stock delivered a total return of 50%. After the merger it delivered 8% until the time the stock was sold. This compares to the index return of 1.4% before the merger and zero after the merger.^

Source: Bloomberg, April 2016 (rebased to 100) ^ Reference to specific securities is included for illustration only and should not be construed as a recommendation to buy or sell the same. Performance of the security is not a representation of any investment fund's performance.

We dive deeper

At Fidelity, we also conduct hundreds of private research studies each year.

Some examples include:

Beer icon

A survey of Irish pub landlords to test the likely impact of craft beer on ciders ales

Cheese icon

A survey of US consumers to understand whether consumers are likely to put pressure on food companies to make food healthier

Shoe icon

A survey of 300 sports retailers to compare the performance of sporting good brands such as Adidas, Puma and Nike

Cigarette icon

Over 1000 online interviews with smokers and those who've quit smoking in the last year to better understand the use of E-cigarettes

A local example was a recent research report into the air conditioning industry in China.

Uncovering the hot spots in a cooling market

China's air-conditioning industry

The air-conditioning industry in China was weakening in the last half of 2015

Fidelity was interested in better understanding the outlook so we commissioned an independent study of air-conditioning dealers. The survey provided a unique insight into the market’s growth potential and enabled our analyst to confirm that the weakness was not due to structural demand issues, but inventory pressure.

The research also showed the industry leaders - Gree and Midea - had sustainable competitive advantages. Fidelity was able to buy the stocks at very reasonable valuations – exposing our clients to the potential growth in the China home appliance space.

Source: Bloomberg, April 2016

Research drives performance

At Fidelity, we believe better research drives long-term performance.

The charts below illustrate the power of Fidelity’s research engine. They show the hypothetical returns of investing in the securities our analysts rate with a ‘buy’ recommendation and avoiding the ‘sell’ rated securities relative to their benchmarks in both equities and fixed income markets*.

(Please note that these are analyst recommendations only and not necessarily securities bought by our funds.)

Cumulative returns relative to regional indices

Cumulative returns relative to regional indices


Source: Fidelity International, 31 December 2015. Hypothetical return of investing long in a portfolio of Fidelity International buy-rated securities and avoiding sell-rated securities, relative to their benchmarks*, market cap weighted by region.

This hypothetical portfolio is based on active ratings in Fidelity’s Analyst Rating Metrics System and rebalanced daily. Each individual stock rating is active for 120 days (unless re-rated sooner) before being re-evaluated and dropping out or remaining depending on the new rating.

*APxJ Ratings are benchmarked against different country Indices based on the country of the securities using the following mappings: Australia: ASX200, China: MSCI China, Hong Kong: MSCI HK, India: MSCI India, Indonesia: JCI, Korea: KOSPI, Malaysia: KLCI, New Zealand: NZX50, Philippines: PSEI, Singapore: STI, Taiwan: TWSE, Thailand: SET Emerging EMEA securities: MSCI EM EMEA, Europe: MSCI Europe, Japan: TOPIX, LatAm: MSCI Latin America, US: S&P 500

For Fixed Income, the benchmark is an aggregate of Fidelity International's bond funds' respective benchmarks, weighted on the basis of a fund's total net assets as a proportion of the total fixed income assets under management.

Please note that hypothetical returns are not indicative of actual or future returns.

Learn more

To learn more about how Fidelity can help you achieve a better future, please talk with your relationship manager about our award winning solutions, all of which benefit from our unique approach to research, or contact Fidelity:

Fidelity. Let's get there together.

Important information

This webpage does not constitute a distribution, an offer or solicitation to engage the investment management services of Fidelity, or an offer to buy or sell or the solicitation of any offer to buy or sell any securities in any jurisdiction or country where such distribution or offer is not authorised or would be contrary to local laws or regulations.

Reference in this webpage to specific securities is included for illustration only and should not be construed as a recommendation to buy or sell the same. Performance of the security is not a representation of any investment fund's performance. The information contained in this webpage is only accurate on the date such information is published on this webpage. Opinions or forecasts contained herein are subject to change without prior notice.

Fidelity International refers to the group of companies which form the global investment management organization that provides products and services in designated jurisdictions outside of North America Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances.

In Hong Kong, this webpage is issued by FIL Investment Management (Hong Kong) Limited and it has not been reviewed by the Securities and Future Commission. FIL Investment Management (Singapore) Limited (Co. Reg. No: 199006300E) is the legal representative of Fidelity International in Singapore. FIL Asset Management (Korea) Limited is the legal representative of Fidelity International in Korea. In Taiwan, Independently operated by FIL Securities (Taiwan ) Limited 15F, 207 Tun Hwa South Road, Section 2, Taipei 106, Taiwan, R.O.C. Customer Service Number: 0800-00-9911#2

In Australia, this webpage is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 ('Fidelity Australia'). This webpage is intended for Investment Professionals only. Retail investors should not rely on any information on this webpage without first seeking advice from their financial adviser. It has been prepared without taking into account your objectives, financial situation or needs. You should consider these matters before acting on the information. Details about Fidelity Australia's provision of financial services to retail clients are set out in our Financial Services Guide, a copy of which can be downloaded from our website at www.fidelity.com.au. Any reference to $ is in US dollars.