Perpetual WFS-Fidelity Australian Eq
PER0423AU
Perpetual WFS-Fidelity Australian Eq PER0423AU 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.
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 | 9,309.30 | 22.60 | -0.24% |
| CAC 40 | 8,258.86 | 52.79 | 0.64% |
| DAX 40 | 24,330.03 | 71.23 | 0.29% |
| Dow JONES (US) | 46,924.74 | 218.16 | 0.47% |
| FTSE 100 | 9,426.99 | 23.42 | 0.25% |
| HKSE | 26,027.55 | 168.72 | 0.65% |
| NASDAQ | 22,953.67 | 36.88 | -0.16% |
| Nikkei 225 | 48,711.17 | 604.89 | -1.23% |
| NZX 50 Index | 13,332.44 | 45.41 | -0.34% |
| S&P 500 | 6,735.35 | 0.22 | 0.00% |
| S&P/ASX 200 | 9,023.30 | 17.00 | -0.19% |
| SSE Composite Index | 3,916.33 | 52.44 | 1.36% |