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

funds

Our top fund picks in a rate-cut environment

Falling rates, rising stars. 
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 Ordinaries8,191.7013.200.16%
CAC 408,107.4913.31-0.16%
DAX 4022,899.75109.19-0.47%
Dow JONES (US)42,801.72222.640.52%
FTSE 1008,657.1822.70-0.26%
HKSE23,783.49447.81-1.85%
NASDAQ18,196.22126.960.70%
Nikkei 22537,028.27141.100.38%
NZX 50 Index12,515.97116.190.94%
S&P 5005,770.2031.680.55%
S&P/ASX 2007,962.3014.100.18%
SSE Composite Index3,366.166.38-0.19%

Market Movers