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
Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
funds
Listed Investment Companies monthly performance: December 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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,204.60 | 56.50 | 0.62% |
| CAC 40 | 8,262.16 | 82.66 | 1.01% |
| DAX 40 | 24,603.04 | 177.75 | -0.72% |
| Dow JONES (US) | 49,557.69 | 316.70 | 0.64% |
| FTSE 100 | 10,402.34 | 87.75 | 0.85% |
| HKSE | 26,847.32 | 12.55 | 0.05% |
| NASDAQ | 22,924.58 | 330.61 | -1.42% |
| Nikkei 225 | 54,293.36 | 427.30 | -0.78% |
| NZX 50 Index | 13,467.29 | 54.85 | 0.41% |
| S&P 500 | 6,891.87 | 25.94 | -0.37% |
| S&P/ASX 200 | 8,927.80 | 75.50 | 0.85% |
| SSE Composite Index | 4,102.20 | 34.46 | 0.85% |