WaveStone Australian Share
HOW0020AU
WaveStone Australian Share HOW0020AU Strategy
The Fund invests primarily in securities listed on Australian exchanges but may also have up to 10% exposure to international securities listed in exchanges in developed markets. Securities include equity securities, hybrid securities (for example, convertible preference shares) and shares in unlisted companies provided that they are expected to list within 12 months. The Fund may invest in up to 70 companies, will usually have some cash investments and may use options, futures and other derivatives.
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.
Funds News & Analysis
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,785.10 | 101.70 | 1.17% |
CAC 40 | 7,984.35 | 92.67 | 1.17% |
DAX 40 | 21,792.34 | 206.41 | 0.96% |
Dow JONES (US) | 44,873.28 | 317.24 | 0.71% |
FTSE 100 | 8,758.44 | 135.15 | 1.57% |
HKSE | 20,891.62 | 294.53 | 1.43% |
NASDAQ | 19,692.33 | 38.31 | 0.19% |
Nikkei 225 | 39,066.53 | 235.05 | 0.61% |
NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
S&P 500 | 6,061.48 | 0.00 | 0.00% |
S&P/ASX 200 | 8,520.70 | 103.80 | 1.23% |
SSE Composite Index | 3,270.66 | 41.17 | 1.27% |