Qualitas Real Estate Income Fund
QRI
Qualitas Real Estate Income Fund QRI Strategy
The Trust’s Investment Objective is to achieve a Target Return of the RBA Cash Rate plus a margin of 5.0% to 6.5% p.a. (net of fees and expenses) (Target Return), provide monthly cash income, capital preservation and portfolio diversification.
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.
LICs News & Analysis
funds
Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
personal-finance
AFIC bosses on its record discount, passive investing and pricey stocks
A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,672.70 | 20.00 | 0.23% |
| CAC 40 | 7,770.95 | 37.45 | 0.48% |
| DAX 40 | 21,042.00 | 51.69 | 0.25% |
| Dow JONES (US) | 44,025.81 | 537.98 | 1.24% |
| FTSE 100 | 8,548.29 | 27.75 | 0.33% |
| HKSE | 20,106.55 | 180.74 | 0.91% |
| NASDAQ | 19,756.78 | 126.58 | 0.64% |
| Nikkei 225 | 39,027.98 | 125.48 | 0.32% |
| NZX 50 Index | 13,033.81 | 19.09 | -0.15% |
| S&P 500 | 6,049.24 | 52.58 | 0.88% |
| S&P/ASX 200 | 8,420.30 | 17.90 | 0.21% |
| SSE Composite Index | 3,242.62 | 1.76 | -0.05% |