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 | 9,098.60 | 9.70 | -0.11% |
| CAC 40 | 7,964.77 | 109.46 | -1.36% |
| DAX 40 | 23,734.02 | 315.72 | -1.31% |
| Dow JONES (US) | 46,918.55 | 392.45 | -0.83% |
| FTSE 100 | 9,735.78 | 41.30 | -0.42% |
| HKSE | 26,485.90 | 550.49 | 2.12% |
| NASDAQ | 23,056.87 | 442.93 | -1.88% |
| Nikkei 225 | 50,883.68 | 671.41 | 1.34% |
| NZX 50 Index | 13,576.81 | 44.17 | -0.32% |
| S&P 500 | 6,722.13 | 74.16 | -1.09% |
| S&P/ASX 200 | 8,828.30 | 8.50 | -0.10% |
| SSE Composite Index | 4,007.76 | 38.51 | 0.97% |