Perpetual WFIA-Fidelity Australian Eq

PER0470AU

Perpetual WFIA-Fidelity Australian Eq PER0470AU 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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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
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Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage

Long-term trends point to categories where active managers are more likely to outperform.
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The investment that sidesteps the new tax traps

A rundown on insurance bonds.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,374.9050.400.54%
CAC 408,453.0131.42-0.37%
DAX 4026,106.6029.96-0.11%
Dow JONES (US)53,417.16140.150.26%
FTSE 10010,854.3237.760.35%
HKSE25,522.525.190.02%
NASDAQ25,980.19200.27-0.76%
Nikkei 22565,856.43328.340.50%
NZX 50 Index13,992.72110.840.80%
S&P 5007,652.8621.51-0.28%
S&P/ASX 2009,164.6054.300.60%
SSE Composite Index3,890.258.240.21%

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