Fidelity WS Plus Australian Equities
BTA0481AU
Fidelity WS Plus Australian Equities BTA0481AU 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 | 9,390.10 | 16.40 | 0.17% |
| CAC 40 | 8,258.86 | 52.79 | 0.64% |
| DAX 40 | 24,330.03 | 71.23 | 0.29% |
| Dow JONES (US) | 46,924.74 | 218.16 | 0.47% |
| FTSE 100 | 9,426.99 | 23.42 | 0.25% |
| HKSE | 26,027.55 | 168.72 | 0.65% |
| NASDAQ | 22,953.67 | 36.88 | -0.16% |
| Nikkei 225 | 49,316.06 | 130.56 | 0.27% |
| NZX 50 Index | 13,377.85 | 32.89 | 0.25% |
| S&P 500 | 6,735.35 | 0.22 | 0.00% |
| S&P/ASX 200 | 9,094.70 | 18.80 | 0.21% |
| SSE Composite Index | 3,916.33 | 52.44 | 1.36% |