Morningstar Investor users sign in here.

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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,009.70 0.80 -0.01%
CAC 40 7,570.20 58.60 -0.77%
DAX 40 18,067.91 64.06 -0.35%
Dow JONES (US) 38,834.86 56.76 0.15%
FTSE 100 8,205.11 13.82 0.17%
HKSE 18,430.39 514.84 2.87%
NASDAQ 17,862.23 5.21 0.03%
Nikkei 225 38,291.56 279.20 -0.72%
NZX 50 Index 11,725.19 54.00 0.46%
S&P 500 5,487.03 13.80 0.25%
S&P/ASX 200 7,767.90 1.80 -0.02%
SSE Composite Index 3,017.27 0.78 -0.03%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.42 0.03 -5.62%
Telstra Group Ltd TLS 3.62 0.02 0.42%
PYC Therapeutics Ltd PYC 0.13 0.02 13.04%
Mirvac Group MGR 1.96 0.03 1.69%
Resolute Mining Ltd RSG 0.51 0.01 1.50%
Pilbara Minerals Ltd PLS 3.21 0.01 -0.31%
MMA Offshore Ltd MRM 2.63 0.07 -2.42%
Evolution Mining Ltd EVN 3.52 0.11 -3.03%
Vicinity Centres VCX 1.88 0.02 0.80%
Capitol Health Ltd CAJ 0.30 0.00 0.85%