AIA Per Super Umbrella Inv - AU Equities
LGL0059AU
AIA Per Super Umbrella Inv - AU Equities LGL0059AU Strategy
To invest in a diversified portfolio of predominantly Australian companies. The investments are managed by a number of leading Australian share managers which have different, yet complementary, investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.
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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Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,122.60 | 40.50 | 0.50% |
| CAC 40 | 8,028.28 | 90.07 | 1.13% |
| DAX 40 | 23,154.57 | 167.75 | 0.73% |
| Dow JONES (US) | 41,488.19 | 674.62 | 1.65% |
| FTSE 100 | 8,632.33 | 89.77 | 1.05% |
| HKSE | 24,145.57 | 185.59 | 0.77% |
| NASDAQ | 17,808.66 | 505.65 | 2.92% |
| Nikkei 225 | 37,955.88 | 559.36 | 1.50% |
| NZX 50 Index | 12,110.63 | 155.62 | -1.27% |
| S&P 500 | 5,638.94 | 117.42 | 2.13% |
| S&P/ASX 200 | 7,894.70 | 40.60 | 0.52% |
| SSE Composite Index | 3,426.13 | 0.00 | 0.00% |