After Kelly and her family left the turbulence of apartheid South Africa for Sydney in 1997, her first job was with the Commonwealth Bank of Australia, as general manager of strategic marketing.

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Mortgage lenders on the move included Westpac Banking, up 3.5%, while Commonwealth Bank of Australia gained 2.4%, and National Australia Bank added 2%.

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Fitzsimmons says his fund recently has focused on financial services companies like Commonwealth Bank, Macquarie Bank and National Australia Bank in an effort to benefit from the overall prosperity of the economy, which is expected to grow 4.8% this year.

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