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Fidelity Australian Equities Fund (0P00007H7B)

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37.824 -0.140    -0.37%
20/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  FIL Australia
ISIN:  AU60FID00086 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.72B
Fidelity Australian Equities Fund 37.824 -0.140 -0.37%

0P00007H7B Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fidelity Australian Equities Fund (0P00007H7B) fund. Our Fidelity Australian Equities Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.620 1.620 0.000
Stocks 98.360 98.360 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.947 16.337
Price to Book 2.398 2.144
Price to Sales 2.357 1.885
Price to Cash Flow 10.402 8.294
Dividend Yield 3.621 4.185
5 Years Earnings Growth 9.360 7.895

Sector Allocation

Name  Net % Category Average
Financial Services 33.940 28.700
Basic Materials 22.480 19.782
Healthcare 9.430 11.422
Consumer Defensive 5.920 5.365
Communication Services 5.830 6.682
Real Estate 5.480 5.625
Technology 4.900 3.834
Energy 4.120 5.153
Consumer Cyclical 3.180 7.253
Industrials 2.860 7.534
Utilities 1.870 1.429

Region Allocation

  • North America
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 11.07 156.240 -0.09%
  BHP Group Ltd AU000000BHP4 9.96 39.810 -0.67%
  Suncorp AU000000SUN6 5.92 19.630 0.00%
  Macquarie AU000000MQG1 5.90 229.370 -0.23%
  Coles Group AU0000030678 5.56 18.08 -0.44%
  Goodman Group AU000000GMG2 5.39 37.050 -1.07%
  CSL AU000000CSL8 5.27 273.72 -0.21%
  Westpac Banking AU000000WBC1 4.52 33.540 +1.54%
  Seek AU000000SEK6 4.46 27.11 +2.15%
  Rio Tinto Ltd AU000000RIO1 4.11 116.440 +0.47%

Top Equity Funds by Fidelity International Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Asia Fund 954.46M 12.24 2.57 11.50
  Fidelity Future Leaders Fund 776.6M 19.82 2.44 11.23
  Fidelity Global Emerging Markets Fu 471M 6.71 -1.97 8.17
  Fidelity Global Equities Fund 459.7M 15.62 8.26 12.96
  Fidelity Australian Opportunities 167.81M 11.43 5.81 9.07
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