Perpetual WealthFocus Super - Fidelity Australian Equities - Managed Fund

The objective of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is

The strategy of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is Fidelity seeks out stocks that it believes are undervalued and likely to generate growth. The companies selected for the portfolio must demonstrate good management, strong competitive advantages and enjoy favourable industry dynamics

The APIR code of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is PER0423AU.

Perpetual WealthFocus Super - Fidelity Australian Equities’s total return last month was -2.67%. This was made up of a growth return of -2.67% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Perpetual WealthFocus Super - Fidelity Australian Equities’s total return for the last three months was -3.51%. This was made up of a growth return of -3.51% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

Perpetual WealthFocus Super - Fidelity Australian Equities’s one-year total return is 3.9%. This was made up of a growth return of 3.9% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Perpetual WealthFocus Super - Fidelity Australian Equities’s one-year total return is 7.02%. This was made up of a growth return of 7.02% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

The asset allocation of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is :

The Responsible Entity for the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is Perpetual Superannuation Limited.

The Perpetual WealthFocus Super - Fidelity Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Sep 2025, the size of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund was $17.72 million.

The Perpetual WealthFocus Super - Fidelity Australian Equities managed fund has an inception date of 17 Dec 2007.

The current entry price of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is $3.18702 per unit and the current exit price is $3.17749 per unit (as at 19 Dec 2025).

The current exit price of the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is $3.17749 per unit and the current entry price is $3.18702 per unit (as at 19 Dec 2025).

The minimum initial investment amount for the Perpetual WealthFocus Super - Fidelity Australian Equities managed fund is $1,000. Minimum additional investment is $1000.