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

Listed Investment Companies monthly performance: July 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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 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 Ordinaries9,094.9027.60-0.30%
CAC 407,786.9831.24-0.40%
DAX 4023,359.1829.940.13%
Dow JONES (US)45,984.36226.460.49%
FTSE 1009,208.3712.710.14%
HKSE26,908.39469.881.78%
NASDAQ22,243.3890.57-0.41%
Nikkei 22544,790.38111.89-0.25%
NZX 50 Index13,228.386.51-0.05%
S&P 5006,595.6511.11-0.17%
S&P/ASX 2008,818.5030.00-0.34%
SSE Composite Index3,876.3414.480.37%

Market Movers