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 3.55%. This was made up of a growth return of 3.55% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

BT Wrap Essentials - Fidelity Australian Equities’s total return for the last three months was 5.48%. This was made up of a growth return of -1.74% and an income return of 7.22%%. These returns were calculated as at 31 Aug 2025.

BT Wrap Essentials - Fidelity Australian Equities’s one-year total return is 12.7%. This was made up of a growth return of 3.86% and an income return of 8.84%. These returns were calculated as at 31 Aug 2025.

BT Wrap Essentials - Fidelity Australian Equities’s one-year total return is 9.87%. This was made up of a growth return of -0.6% and an income return of 10.47%. These returns were calculated as at 31 Aug 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 Jul 2025, the size of the BT Wrap Essentials - Fidelity Australian Equities managed fund was $26.91 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 $0.7109 per unit and the current exit price is $0.7088 per unit (as at 16 Sep 2025).

The current exit price of the BT Wrap Essentials - Fidelity Australian Equities managed fund is $0.7088 per unit and the current entry price is $0.7109 per unit (as at 16 Sep 2025).

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