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
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,684.90 | 51.50 | 0.60% |
| CAC 40 | 7,906.40 | 51.48 | 0.66% |
| DAX 40 | 21,505.70 | 77.46 | 0.36% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,570.77 | 12.79 | -0.15% |
| HKSE | 20,585.96 | 204.00 | -0.98% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,727.19 | 71.18 | -0.18% |
| NZX 50 Index | 12,827.30 | 77.74 | -0.60% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,417.20 | 43.20 | 0.52% |
| SSE Composite Index | 3,236.07 | 14.53 | -0.45% |