BT WE Fidelity Australian Equities
WFS0409AU
BT WE Fidelity Australian Equities WFS0409AU Strategy
The Fidelity Australian Equities option provides investors with the potential for long-term capital growth and some income by investing in a diversified portfolio of listed Australian shares. Fidelity believes that markets are semi-efficient and share prices don’t always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: August 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,218.80 | 79.60 | -0.86% |
| CAC 40 | 8,201.44 | 15.14 | -0.18% |
| DAX 40 | 24,125.25 | 153.38 | -0.63% |
| Dow JONES (US) | 47,937.09 | 230.72 | 0.48% |
| FTSE 100 | 9,758.91 | 62.17 | 0.64% |
| HKSE | 26,346.14 | 87.56 | -0.33% |
| NASDAQ | 23,952.93 | 125.44 | 0.53% |
| Nikkei 225 | 51,307.65 | 1,088.47 | 2.17% |
| NZX 50 Index | 13,409.21 | 6.55 | 0.05% |
| S&P 500 | 6,903.09 | 12.20 | 0.18% |
| S&P/ASX 200 | 8,926.20 | 85.90 | -0.95% |
| SSE Composite Index | 3,988.22 | 8.72 | -0.22% |