MCG Endowment Strategy
SLT0010AU
MCG Endowment Strategy SLT0010AU Strategy
The Fund’s cornerstone investment principle is that through a combination of greater portfolio diversification, rigorous selection of specialist investment managers and a sophisticated risk management program, we are able to design a portfolio which not only has significantly lower risk characteristics as compared to a traditional balanced portfolio, but also one with a higher expected return.
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: January 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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,363.10 | 57.80 | -0.69% |
| CAC 40 | 8,212.78 | 164.86 | 2.05% |
| DAX 40 | 23,130.46 | 803.65 | 3.60% |
| Dow JONES (US) | 42,636.60 | 115.61 | 0.27% |
| FTSE 100 | 8,785.71 | 26.71 | 0.30% |
| HKSE | 23,594.21 | 652.44 | 2.84% |
| NASDAQ | 18,312.70 | 27.54 | 0.15% |
| Nikkei 225 | 37,418.24 | 87.06 | 0.23% |
| NZX 50 Index | 12,412.07 | 57.64 | -0.46% |
| S&P 500 | 5,782.82 | 4.67 | 0.08% |
| S&P/ASX 200 | 8,141.10 | 57.00 | -0.70% |
| SSE Composite Index | 3,341.96 | 17.75 | 0.53% |