Arculus Preferred Income Fund

DDH0001AU

Arculus Preferred Income Fund DDH0001AU Strategy

The Funds investment strategy is to identify appropriate investments that are expected to generate a sufficiently high yield, commensurate with the assumed risk, with minimum volatility of returns. The fund consists of a core portfolio constructed with reference to macroeconomic factors and industry exposure. The balance of the fund is a tactical component that seeks to enhance returns via investing in short term yield opportunities in the same fixed interest asset classes but especially those traded on the ASX.
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

funds

Listed Investment Companies monthly performance: July 2025

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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

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 Ordinaries9,094.9027.60-0.30%
CAC 407,786.9831.24-0.40%
DAX 4023,359.1829.940.13%
Dow JONES (US)45,919.86161.960.35%
FTSE 1009,208.3712.710.14%
HKSE26,908.39469.881.78%
NASDAQ22,158.59175.37-0.79%
Nikkei 22544,790.38111.89-0.25%
NZX 50 Index13,228.386.51-0.05%
S&P 5006,581.2525.51-0.39%
S&P/ASX 2008,818.5030.00-0.34%
SSE Composite Index3,876.3414.480.37%

Market Movers