The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a ...

U.S. stocks ended mixed. The DJIA was unchanged at 42,342.24, the S&P 500 slipped 0.1% to 5,867.08, and the Nasdaq dropped 0.1% to 19,372.77. Among S&P 500 companies, the top three gainers were Darden ...

The fund seeks to invest in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings. The investment ...

An actively managed Fund invested predominantly in international shares across developed and emerging markets. To implement this strategy, Morningstar may design portfolios and/or appoint managers to ...

The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

The option invests in a diversified portfolio comprising 30-70 Australian shares that aim to grow their dividends and deliver capital growth. The option has a strong emphasis on tax effectiveness, ...

The investment strategy of the Fund is to acquire, manage and grow a diverse portfolio of direct property assets, units in unlisted property investments and listed Australian REITS. The Fund’s ...

Perpetual aims to achieve the above objective by utilising an active and risk aware investment process that leverages the full use of the Perpetual Credit team’s experience. The strategy will allow ...

This is a Luxembourg domiciled UCITS fund with share classes available in GBP, USD, EUR, CHF, SGD, AUD, CAD, SEK. Ruffer manages only one strategy for its clients: multi-asset absolute return. This ...

The Fund is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable ...

The investment manager strives to achieve the above objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade ...

The Fund has been established to focus on investments in Pre-IPO, IPO, Unlisted Expansion Capital (companies which are currently unlisted and have a preference to remain private for the foreseeable ...