Perpetual WFIA-Fidelity Australian Eq
PER0470AU
Perpetual WFIA-Fidelity Australian Eq PER0470AU Strategy
Fidelity seeks out stocks that it believes are undervalued and likely to generate growth. The companies selected for the portfolio must demonstrate good management, strong competitive advantages and enjoy favourable industry dynamics.
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.
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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,893.40 | 15.90 | 0.18% |
| CAC 40 | 8,170.09 | 0.00 | 0.00% |
| DAX 40 | 23,876.55 | 165.07 | -0.69% |
| Dow JONES (US) | 47,147.48 | 309.74 | -0.65% |
| FTSE 100 | 9,698.37 | 109.31 | -1.11% |
| HKSE | 26,572.46 | 500.57 | -1.85% |
| NASDAQ | 22,900.59 | 30.23 | 0.13% |
| Nikkei 225 | 50,130.88 | 245.65 | -0.49% |
| NZX 50 Index | 13,458.65 | 5.81 | -0.04% |
| S&P 500 | 6,734.11 | 3.38 | -0.05% |
| S&P/ASX 200 | 8,617.90 | 13.80 | 0.16% |
| SSE Composite Index | 3,990.44 | 0.06 | -0.00% |