KeyInvest LEB - Fidelity Aust Equities

IOF0729AU

KeyInvest LEB - Fidelity Aust Equities IOF0729AU Strategy

The Fund invests in a diversified selection of around 30 to 50 Australian companies. 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. Based on this research approach, Fidelity seeks out stocks that it believes are undervalued and likely to generate growth.
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

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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Listed Investment Companies monthly performance: December 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 Ordinaries9,138.8045.70-0.50%
CAC 408,311.7428.82-0.35%
DAX 4024,914.8862.190.25%
Dow JONES (US)49,500.9348.950.10%
FTSE 10010,446.3543.910.42%
HKSE26,567.12616.03-2.27%
NASDAQ22,546.6750.48-0.22%
Nikkei 22556,941.97708.57-1.23%
NZX 50 Index13,198.18248.19-1.85%
S&P 5006,836.173.410.05%
S&P/ASX 2008,917.601.600.02%
SSE Composite Index4,082.0751.95-1.26%

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