Fidelity Wholesale Plus Australian Equities - Managed Fund

The objective of the Fidelity Wholesale Plus 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 strategy of the Fidelity Wholesale Plus 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 Fidelity Wholesale Plus Australian Equities managed fund is BTA0481AU.

Fidelity Wholesale Plus Australian Equities’s total return last month was -7.85%. This was made up of a growth return of -99.98% and an income return of 92.13%. These returns were calculated as at 31 Mar 2026.

Fidelity Wholesale Plus Australian Equities’s total return for the last three months was -3.57%. This was made up of a growth return of -99.98% and an income return of 96.41%%. These returns were calculated as at 31 Mar 2026.

Fidelity Wholesale Plus Australian Equities’s one-year total return is 8.38%. This was made up of a growth return of -99.98% and an income return of 108.36%. These returns were calculated as at 31 Mar 2026.

Fidelity Wholesale Plus Australian Equities’s one-year total return is 6.49%. This was made up of a growth return of -94.08% and an income return of 100.57%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Fidelity Wholesale Plus Australian Equities managed fund is :

The Responsible Entity for the Fidelity Wholesale Plus Australian Equities managed fund is BT Financial Group Ltd.

The Fidelity Wholesale Plus Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 28 Feb 2026, the size of the Fidelity Wholesale Plus Australian Equities managed fund was $342.88 million.

The Fidelity Wholesale Plus Australian Equities managed fund has an inception date of 3 Nov 2014.

The current entry price of the Fidelity Wholesale Plus Australian Equities managed fund is $1.0025 per unit and the current exit price is $0.9995 per unit (as at 31 Mar 2026).

The current exit price of the Fidelity Wholesale Plus Australian Equities managed fund is $0.9995 per unit and the current entry price is $1.0025 per unit (as at 31 Mar 2026).

The minimum initial investment amount for the Fidelity Wholesale Plus Australian Equities managed fund is $0. Minimum additional investment is $0.