fidelity worldwide investments (australia)

What fidelity worldwide investments (australia) does

Fidelity Worldwide Investments (Australia), operating as Fidelity Australia, is the Australian arm of FIL Limited (Fidelity International) and provides active investment management services through managed funds and active ETFs. The company serves three customer segments: individual investors, financial advisers and wholesale clients under section 761G of the Corporations Act 2001, and institutional investors. Australian operations are conducted through two licensed entities—FIL Responsible Entity (Australia) Limited (ABN 33 148 059 009, AFSL 409340) and FIL Investment Management (Australia) Limited (ABN 34 006 773 575, AFSL 237865)—with the head office in Sydney and a privacy office address at Royal Exchange NSW 1225.

The firm's investment platform is built on a global bottom-up research model supported by 400+ investment professionals located across 30 regions worldwide. The research team conducts approximately 20,000 company meetings annually—roughly one every eight minutes on a working day—with more than 90% of research produced in-house, and covers approximately 80% of the world's investable universe by market cap as well as the global investment grade credit universe. Investment products span Australian, global, and Asian equities plus fixed income, offered via managed funds and active ETFs. Marketing and content distribution channels include the corporate website (fidelity.com.au), investment insights articles, the Sound Bites podcast on Apple Podcasts and Spotify, and corporate profiles on LinkedIn, Facebook, and YouTube.

Fidelity Australia generates revenue primarily through recurring investment management fees on its managed funds and ETFs. Distribution is direct-to-consumer via the website platform and phone-based client services with dedicated numbers for individual investors (1800 044 922) and financial advisers (1800 119 270), supplemented by email support. Specific fee schedules are not publicly disclosed and are contained within Product Disclosure Statements available on request. The website is restricted to wholesale clients under Australian regulation, with explicit geographic restrictions limiting distribution to Australian residents.

Name

fidelity worldwide investments (australia)

Legal name

FIL Responsible Entity (Australia) Limited

Website

https://fidelity.com.au

Company type

Private

Operating status

Operating

Short description

Fidelity Australia, the Australian arm of Fidelity International, is an active fund manager offering managed funds and active ETFs across Australian, global, Asian equities, and fixed income to individual investors, financial advisers, and institutional clients in Australia.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF)

Keywords

• Asset management
• Managed funds
• Exchange traded funds
• Investment management
• Portfolio management

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Fidelity Australia generates revenue through management fees charged on managed funds and ETFs. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 issues Fidelity's managed investment schemes.
2. Financial Services: Provides financial services to wholesale clients under AFSL 409340 and AFSL 237865, serving individual investors, financial advisers, and institutional investors.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Fidelity Australia is an active fund manager offering Managed Funds and Active ETFs that provide diversified exposure across Australian, Asian, and global equities as well as fixed income asset classes. The funds are managed using a bottom-up fundamental research approach supported by 400+ investment professionals across 30 regions and approximately 20,000 company meetings per year. The Australian operations are conducted through FIL Responsible Entity (Australia) Limited and FIL Investment Management (Australia) Limited under AFSLs 409340 and 237865.

Product overview

Fidelity Australia is an active fund manager offering a portfolio of investment products including Managed Funds and Active ETFs across multiple asset classes (global equities, Asian equities, Australian equities, fixed income). The company is powered by one of the largest buy-side research teams globally with 400+ investment professionals across 30 regions, conducting over 20,000 company meetings annually. The Sound Bites podcast series delivers insights from these investment experts to clients and prospects.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 80% of world's investable universe coverage (by market cap)
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• FIL Limited (Fidelity International)coreOthersFidelity Australia (operated by FIL Responsible Entity (Australia) Limited and FIL Investment Management (Australia) Limited) is a member of the FIL Limited group of companies commonly referred to as Fidelity International. FIL Limited is the parent entity providing the Fidelity brand, trademarks, and global investment platform.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Vanguard Australia: Vanguard Australia is one of the largest ETF and managed fund providers in Australia, competing directly with Fidelity across multi-asset ETFs and managed funds, and serving individual investors, advisers, and institutions through similar channels.
• BetaShares: BetaShares is a leading Australian ETF issuer with broad coverage across active and passive strategies, directly competing with Fidelity's Active ETF range for adviser platform shelf space and retail investor mandates.
• BlackRock (iShares Australia): BlackRock's iShares is the dominant global ETF franchise and a major Australian competitor with broad product coverage across active and passive ETFs, serving retail, adviser, and institutional channels similar to Fidelity.
• Magellan Financial Group: Magellan is an ASX-listed Australian active asset manager running global and infrastructure strategies in managed fund and ETF wrappers, competing for the same adviser-driven institutional and wholesale mandates as Fidelity.
• Perpetual Limited: Perpetual is a long-standing Australian active asset manager offering managed funds and ETFs across Australian and global equities and fixed income, with strong adviser distribution overlap with Fidelity Australia.
• Platinum Asset Management: Platinum is an Australian-domiciled active global equities manager offering managed funds and an active ETF, competing with Fidelity's global equities strategies in the advised and institutional channels.
• Schroders Australia: Schroders is a global active asset manager with a significant Australian presence offering managed funds and active ETFs across multiple asset classes, with comparable adviser and institutional distribution to Fidelity Australia.
• AMP Capital: AMP Capital is a major Australian-domiciled active manager offering multi-asset managed funds and capabilities across equities, fixed income, and alternatives — directly comparable to Fidelity's multi-asset managed fund lineup.

Broad incumbents

• State Street Global Advisors (SSGA Australia): SSGA is the issuer of the SPDR ETF brand globally and in Australia, competing with Fidelity in ETF and institutional mandates as a broad global incumbent with deep passive and active offerings.

Emerging players

• Australian Ethical Investment: Australian Ethical is a smaller specialist manager with a strong ESG mandate and UN PRI signatory status, competing for the ESG-tilted portion of adviser and retail flows that Fidelity also targets through its PRI signatory positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UC1ubkzx0DKwRqYibMIeuTdA
• Facebookfacebook.com/profile.php?id=100090068354018
• LinkedInlinkedin.com/company/fidelity-international

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about fidelity worldwide investments (australia)