 | Dear voornaam,
Introducing Fidelity’s Global Bond Fund, which invests in our best ideas for income generation across the global aggregate bond investment universe. It is an exciting and diverse opportunity set, worth ~$60 trillion* across roughly 30,000 issuers.
The Fund, backed by our 35+ years’ income expertise, is actively managed to benefit from decisions around interest rates, yield curve management, credit exposure and currency. With its quality and diversified characteristics, it may suit investors looking for a refreshing NEW choice for a global core fixed income offering, which aims to deliver a steady income stream over the medium to long term.
|
| | | | Diversified | | A broad and diversified portfolio of high quality fixed income assets selected from around 30,000 opportunities around the world. |
| | | | Experience | | A dedicated fixed income team with long tenure and experience. Globally, we have been managing global aggregate bonds for more than 30 years. |
| | | | Trusted | | A clear and repeatable team-based investment process which leverages insights from our network of fixed income and equity analyst worldwide. |
|
| | |
| | Your fixed income resources |  | | Get the basics | | Video | | Why do bonds play such a key role in client’s portfolio? Dive in with Fidelity’s Cross Asset Specialist Lukasz De Pourbaix |  |
| |  | | The outlook for bonds | | Monthly Report | | Hear monthly from our fixed income experts. Read our latest report, with insight of fixed income markets around the world. |  |
|
| | |
|
| All information is current as at 13/03/24 unless otherwise stated. Not for use by or distribution to retail investors. Only available to a person who is a 'wholesale client' under section 761G of the Corporations Act 2001 (Commonwealth of Australia) ('Corporations Act') and the specified addressee who is a 'wholesale client' under section 761G of the Act.
This email 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 any investment decision, investors
should consider seeking independent legal, taxation, financial or other relevant professional advice. This document is intended as general
information only and has been prepared without taking into account any person’s objectives, financial situation or needs. You should also consider the relevant Product Disclosure Statements (‘PDS’) for any Fidelity Australia product mentioned in this document before making any decision about whether to acquire the product. The PDS can be obtained by contacting Fidelity Australia on 1800 044 922 or by downloading it from our website at www.fidelity.com.au. The relevant Target Market Determination (TMD) is available via www.fidelity.com.au. This document may include general commentary on market activity, sector trends or other broad-based economic or political conditions that should not be taken as investment advice. Information stated about specific securities may change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. You should consider these matters and seeking professional advice before acting on any information. Any forward-looking statements, opinions, projections and estimates in this document may be based on market conditions, beliefs, expectations, assumptions,
interpretations, circumstances and contingencies which can change without notice, and may not be correct. Any forward-looking statements are provided as a general guide only and there can be no assurance that actual results or outcomes will not be unfavourable, worse than or materially different to those indicated by these forward-looking statements. Any graphs, examples or case studies included are for illustrative purposes only and may be specific to the context and circumstances and based on specific factual and other assumptions.They are not and do not represent forecasts or guides regarding future returns or any other future matters and are not intended to be considered in a broader context. While the information contained in this document has been prepared with reasonable care, to the maximum extent permitted by law, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. Past performance information provided in this document is not a reliable indicator of future performance.
The document may not be reproduced, transmitted or otherwise made available without the prior written permission of Fidelity Australia. The issuer of Fidelity’s managed investment schemes is Fidelity Australia.
© 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks
of FIL Limited. |
|
|
|
