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
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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 | 8,780.30 | 4.80 | -0.05% |
CAC 40 | 7,973.03 | 34.59 | -0.43% |
DAX 40 | 21,787.00 | 115.42 | -0.53% |
Dow JONES (US) | 44,303.40 | 444.23 | -0.99% |
FTSE 100 | 8,700.53 | 26.75 | -0.31% |
HKSE | 21,133.54 | 241.92 | 1.16% |
NASDAQ | 19,523.40 | 268.59 | -1.36% |
Nikkei 225 | 38,787.02 | 279.51 | -0.72% |
NZX 50 Index | 12,902.19 | 57.60 | 0.45% |
S&P 500 | 6,025.99 | 57.58 | -0.95% |
S&P/ASX 200 | 8,511.40 | 9.30 | -0.11% |
SSE Composite Index | 3,303.67 | 33.01 | 1.01% |