Perpetual WFP-Fidelity Australian Eq
PER0416AU
Perpetual WFP-Fidelity Australian Eq PER0416AU 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 | 9,098.20 | 75.80 | -0.83% |
| CAC 40 | 8,062.04 | 47.75 | -0.59% |
| DAX 40 | 23,945.66 | 186.75 | -0.77% |
| Dow JONES (US) | 47,252.79 | 83.89 | -0.18% |
| FTSE 100 | 9,701.70 | 0.33 | 0.00% |
| HKSE | 25,952.40 | 205.96 | -0.79% |
| NASDAQ | 23,610.56 | 224.16 | -0.94% |
| Nikkei 225 | 51,497.20 | 914.14 | -1.74% |
| NZX 50 Index | 13,605.96 | 49.66 | 0.37% |
| S&P 500 | 6,812.27 | 39.70 | -0.58% |
| S&P/ASX 200 | 8,813.70 | 69.00 | -0.78% |
| SSE Composite Index | 3,960.19 | 16.33 | -0.41% |