Morningstar Multi Asset Rl Ret Fd - Cl A

INT0040AU

Morningstar Multi Asset Rl Ret Fd - Cl A INT0040AU Strategy

A multi-asset Fund designed to take full advantage of current market valuations by investing in a high conviction portfolio of the most attractive assets on a reward for risk basis. Unlike more traditional diversified funds, the Fund is not constrained by a specific strategic benchmark or index. Underpinning the portfolio is an overarching focus on capital preservation over the targeted investment horizon.
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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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).
funds

Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
funds

Listed Investment Companies monthly performance: October 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 Ordinaries8,577.8021.60-0.25%
CAC 407,490.2837.860.51%
DAX 4020,317.1012.84-0.06%
Dow JONES (US)42,635.20106.840.25%
FTSE 1008,319.6968.660.83%
HKSE19,240.8938.95-0.20%
NASDAQ19,478.8810.80-0.06%
Nikkei 22539,605.09375.97-0.94%
NZX 50 Index12,943.7499.37-0.76%
S&P 5005,918.259.220.16%
S&P/ASX 2008,329.2019.90-0.24%
SSE Composite Index3,211.3918.77-0.58%

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