Best Fund Provider – Income Equity
Fidelity International
Daniel Roberts
portfolio manager, equity income portfolio
We remain focused on investing in attractively valued businesses with resilient fundamentals.
Given the fund’s aims, we typically own companies that are overlooked because they are neither high-growth nor extremely cheap, superficially. The sweet spot is reasonably valued companies with healthy — though not spectacular — growth potential. Investors looking for “the next big thing” often overlook this space.
We are pleased that to date we have managed to grow the fund’s distribution every year since its inception in 2012, and we are confident in continuing to do so.
Winners Rationale
“Delivering reliable income in today’s dynamic markets requires discipline, insight, and a clear focus on fundamentals, qualities embodied by the Fidelity International’s FF-Global Dividend Fund,” said Audrey Raj, editor of Asian Private Banker.
“Rather than chasing momentum or crowding into expensive growth names, the fund focuses on companies with durable earnings, healthy balance sheets and the ability to deliver dependable dividends across market cycles. Its preference for European and UK multinationals provides an attractive alternative to the valuation-stretched segments of the US market. By avoiding highly volatile names, the portfolio maintains stability while still participating meaningfully in global equity upside.
“The fund’s scale and continued client demand underscore its credibility. With sizable assets under management, strong private-bank inflows, and consistently first-quartile performance, it has proven its ability to outperform without relying on short-term market trends. Its ESG integration, reflected in an MSCI ESG AA rating and Article 8 classification, further strengthens the quality of its holdings and supports long-term income sustainability.
“For all these reasons, Fidelity International has been named the Best Fund Provider – Income Equity, an acknowledgement of its steady performance and thoughtful positioning. Congratulations to the Fidelity team for their achievement.”
