Suncorp WSmart Bus - Fidelity Australian Equities - Managed Fund (Closed)

The objective of the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is To achieve returns in excess of the benchmark over the medium to long term.

The strategy of the Suncorp WSmart Bus - 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 Suncorp WSmart Bus - Fidelity Australian Equities managed fund is RSA0450AU.

Suncorp WSmart Bus - Fidelity Australian Equities’s total return last month was 2.43%. This was made up of a growth return of 2.43% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Bus - Fidelity Australian Equities’s total return for the last three months was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Bus - Fidelity Australian Equities’s one-year total return is 8.22%. This was made up of a growth return of 8.22% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Bus - Fidelity Australian Equities’s one-year total return is 7.19%. This was made up of a growth return of 7.19% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

The asset allocation of the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is :

The Responsible Entity for the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is Suncorp Portfolio Services Limited.

The Suncorp WSmart Bus - Fidelity Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Nov 2016, the size of the Suncorp WSmart Bus - Fidelity Australian Equities managed fund was $4.65 million.

The Suncorp WSmart Bus - Fidelity Australian Equities managed fund has an inception date of 17 Apr 2009.

The current entry price of the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is $2.3877 per unit and the current exit price is $2.3757 per unit (as at 10 Jan 2017).

The current exit price of the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is $2.3757 per unit and the current entry price is $2.3877 per unit (as at 10 Jan 2017).

The minimum initial investment amount for the Suncorp WSmart Bus - Fidelity Australian Equities managed fund is $0. Minimum additional investment is $0.