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

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Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026

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 Ordinaries8,726.5032.00-0.37%
CAC 407,769.3177.24-0.98%
DAX 4022,612.97344.11-1.50%
Dow JONES (US)45,982.77446.72-0.96%
FTSE 1009,972.17134.67-1.33%
HKSE24,856.43479.52-1.89%
NASDAQ21,486.52443.31-2.02%
Nikkei 22553,603.65145.97-0.27%
NZX 50 Index12,976.9947.690.37%
S&P 5006,494.9097.00-1.47%
S&P/ASX 2008,525.7021.30-0.25%
SSE Composite Index3,889.0842.75-1.09%

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