CFS FC W Pen-Fidelity Aust Equities
FSF0827AU
CFS FC W Pen-Fidelity Aust Equities FSF0827AU 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
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,954.60 | 104.20 | -1.15% |
| CAC 40 | 8,271.68 | 33.51 | 0.41% |
| DAX 40 | 24,683.27 | 192.21 | 0.78% |
| Dow JONES (US) | 49,738.74 | 830.02 | 1.70% |
| FTSE 100 | 10,363.49 | 54.27 | 0.53% |
| HKSE | 26,559.95 | 325.29 | -1.21% |
| NASDAQ | 22,770.22 | 229.64 | 1.02% |
| Nikkei 225 | 54,253.68 | 435.64 | 0.81% |
| NZX 50 Index | 13,444.02 | 23.27 | -0.17% |
| S&P 500 | 6,876.78 | 78.38 | 1.15% |
| S&P/ASX 200 | 8,708.80 | 96.70 | -1.10% |
| SSE Composite Index | 4,065.58 | 10.33 | -0.25% |