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Schroder Australian Equity Fund - PC

SCH0002AU

Schroder Australian Equity Fund - PC SCH0002AU 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: October 2023

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

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,386.70 116.90 1.61%
CAC 40 7,402.23 15.24 0.21%
DAX 40 16,564.62 31.51 0.19%
Dow JONES (US) 36,124.56 79.88 -0.22%
FTSE 100 7,519.11 29.27 0.39%
HKSE 16,463.26 135.40 0.83%
NASDAQ 14,229.91 44.42 0.31%
Nikkei 225 33,445.90 670.08 2.04%
NZX 50 Index 11,463.49 106.50 0.94%
S&P 500 4,567.18 2.60 -0.06%
S&P/ASX 200 7,178.40 116.80 1.65%
SSE Composite Index 2,968.93 3.36 -0.11%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.41 0.18 5.57%
Evolution Mining Ltd EVN 3.60 0.54 -13.04%
Telstra Group Ltd TLS 3.85 0.07 1.85%
South32 Ltd S32 3.12 0.06 1.96%
Origin Energy Ltd ORG 8.00 0.03 -0.37%
Stockland Corp Ltd SGP 4.15 0.15 3.75%
Scentre Group SCG 2.80 0.10 3.70%
Santos Ltd STO 6.78 0.02 0.30%
Mirvac Group MGR 2.10 0.09 4.48%
Woodside Energy Group Ltd WDS 29.84 0.31 1.05%