WaveStone Dynamic Australian Equity
HOW0053AU
WaveStone Dynamic Australian Equity HOW0053AU Strategy
WaveStone is an active investment manager that places primary emphasis on bottom-up stock picking through comprehensive research, instead of targeting a market index exposure. WaveStone’s investment approach focuses on companies which WaveStone believe exhibit Sustainable Competitive Advantage (SCA). A company’s SCA is determined after analysing its corporate make up or ‘DNA’ and the broader industry dynamics within which it operates.
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 | 8,007.62 | 115.94 | 1.47% |
DAX 40 | 21,902.42 | 316.49 | 1.47% |
Dow JONES (US) | 44,686.81 | 186.47 | -0.42% |
FTSE 100 | 8,727.28 | 103.99 | 1.21% |
HKSE | 20,891.62 | 294.53 | 1.43% |
NASDAQ | 19,703.43 | 11.10 | 0.06% |
Nikkei 225 | 39,066.53 | 235.05 | 0.61% |
NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
S&P 500 | 6,068.04 | 6.56 | 0.11% |
S&P/ASX 200 | 8,520.70 | 103.80 | 1.23% |
SSE Composite Index | 3,270.66 | 41.17 | 1.27% |