BT Wrap Essentials - Fidelity Australian Equities - Managed Fund

The objective of the BT Wrap Essentials - Fidelity Australian Equities managed fund is To achieve returns in excess of the benchmark over the medium to long term.

The strategy of the BT Wrap Essentials - Fidelity Australian Equities managed fund is 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 APIR code of the BT Wrap Essentials - Fidelity Australian Equities managed fund is WFS0409AU.

BT Wrap Essentials - Fidelity Australian Equities’s total return last month was 4.11%. This was made up of a growth return of 4.11% and an income return of 0%. These returns were calculated as at 31 Jan 2025.

BT Wrap Essentials - Fidelity Australian Equities’s total return for the last three months was 2.66%. This was made up of a growth return of 1.62% and an income return of 1.04%%. These returns were calculated as at 31 Jan 2025.

BT Wrap Essentials - Fidelity Australian Equities’s one-year total return is 13.96%. This was made up of a growth return of 2.69% and an income return of 11.27%. These returns were calculated as at 31 Jan 2025.

BT Wrap Essentials - Fidelity Australian Equities’s one-year total return is 7.4%. This was made up of a growth return of -12.09% and an income return of 19.49%. These returns were calculated as at 31 Jan 2025.

The asset allocation of the BT Wrap Essentials - Fidelity Australian Equities managed fund is :

The Responsible Entity for the BT Wrap Essentials - Fidelity Australian Equities managed fund is Westpac Financial Services Limited.

The BT Wrap Essentials - Fidelity Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2025, the size of the BT Wrap Essentials - Fidelity Australian Equities managed fund was $27.94 million.

The BT Wrap Essentials - Fidelity Australian Equities managed fund has an inception date of 2 Jun 2008.

The current entry price of the BT Wrap Essentials - Fidelity Australian Equities managed fund is $0.7004 per unit and the current exit price is $0.6983 per unit (as at 26 Feb 2025).

The current exit price of the BT Wrap Essentials - Fidelity Australian Equities managed fund is $0.6983 per unit and the current entry price is $0.7004 per unit (as at 26 Feb 2025).

The minimum initial investment amount for the BT Wrap Essentials - Fidelity Australian Equities managed fund is $0. Minimum additional investment is $0.