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

The Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. Derivatives may be used to obtain or reduce exposure ...

The Fund will invest in global green and sustainable corporate bonds and cash. These corporate bonds will be issued by Australian and international companies. The Fund will invest in liquid securities ...

The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term. The investment objective & strategy is a summary of the investment's principal strategy as ...

Detailed risk analysis is used to design a portfolio of shares which provides the greatest likelihood of matching the performance of the MSCI All Country World Ex-Australia Equities Index (unhedged in ...

The Fund's investment strategy is to construct a high quality portfolio with exposure to Indian Companies using the Manager's distinctive high growth, high conviction and benchmark-independent ...

. The Fund will achieve this with its diversified portfolio of quality Australian office Properties anchored by high profile or well regarded tenants. The Fund will target CBD or established ...

The Fund aims to hold an appropriate number of securities so as to produce a portfolio risk exposure profile consistent with that of the Index. This is generally achieved by holding a representative ...

"True Indexing is designed to result in pre-tax performance for investors that equal the Index performance. The Fund achieves this by: • investing in shares, derivatives and cash, either directly or ...

The investment style of the Trust is a concentrated stock-picking approach of 30 securities, designed to ensure a sufficient high level of risk diversification both from a country and sector ...

This option invests mainly in growth assets including Australian and international shares, listed property trusts and holds a smaller proportion of income assets including fixed interest and cash. The ...

The Portfolio Manager's overarching strategy is to identify those Microcap shares that are believed to be undervalued by the market, based on an assessment of the companies' future cash flows.