CVAM Core Value Portfolio
SLT0037AU
CVAM Core Value Portfolio SLT0037AU Strategy
The Portfolio is multi-manager and multi-asset class, employing a flexible approach to asset allocation and a broad range of potential investments. In order to achieve its objectives, the Portfolio is able to access investment opportunities, markets and diversity which individual investors may not be able to access directly themselves, with exposure to a broad range of Australian and international investments, many of which are themselves further diversified, and seeks opportunities across various assets, sectors, styles and strategies.
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.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
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 | 8,773.40 | 90.00 | 1.04% |
CAC 40 | 7,891.68 | 14.72 | -0.19% |
DAX 40 | 21,585.93 | 80.23 | 0.37% |
Dow JONES (US) | 44,873.28 | 317.24 | 0.71% |
FTSE 100 | 8,623.29 | 52.52 | 0.61% |
HKSE | 20,693.94 | 96.85 | 0.47% |
NASDAQ | 19,692.33 | 38.31 | 0.19% |
Nikkei 225 | 38,888.04 | 56.56 | 0.15% |
NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
S&P 500 | 6,061.48 | 23.60 | 0.39% |
S&P/ASX 200 | 8,507.30 | 90.40 | 1.07% |
SSE Composite Index | 3,254.60 | 25.12 | 0.78% |