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Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund
In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund.
James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund.
The Fund just ticked over its 3-year track record in September, delivering 10.35% pa over that period, after fees.
Fund is Recommended by Zenith and the Fund has 2 Co-Portfolio Managers (Check out Maroun’s interview on the Equity Mates network)
Felicity and Candice ask James in this conversation the big question…..where can investors find the next BIG idea? a company to join the likes of the Magnificent 7? So if you are looking for some great investable ideas in global equities, you WILL want to tune into this episode.
This episode is sponsored by Fidelity
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
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By Equity Mates Media
5
11 ratings
In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund.
James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund.
The Fund just ticked over its 3-year track record in September, delivering 10.35% pa over that period, after fees.
Fund is Recommended by Zenith and the Fund has 2 Co-Portfolio Managers (Check out Maroun’s interview on the Equity Mates network)
Felicity and Candice ask James in this conversation the big question…..where can investors find the next BIG idea? a company to join the likes of the Magnificent 7? So if you are looking for some great investable ideas in global equities, you WILL want to tune into this episode.
This episode is sponsored by Fidelity
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
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