Apostle Dundas Global Equity
ETL0344AU
Apostle Dundas Global Equity ETL0344AU Strategy
The investment style is active with the aim of building Long-Term wealth with low turnover. The Fund is permitted to invest in ordinary shares (fully or partly paid), preference shares, instalment receipts, convertible notes, company issued rights, exchange traded funds of a relevant index, stapled securities, private placement securities, investments in listed pooled vehicles and cash/cash equivalents (including cash held in foreign currencies).
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 | 8,788.70 | 3.60 | 0.04% |
CAC 40 | 8,007.62 | 115.94 | 1.47% |
DAX 40 | 21,902.42 | 316.49 | 1.47% |
Dow JONES (US) | 44,747.63 | 125.65 | -0.28% |
FTSE 100 | 8,727.28 | 103.99 | 1.21% |
HKSE | 21,067.52 | 175.90 | 0.84% |
NASDAQ | 19,791.99 | 99.66 | 0.51% |
Nikkei 225 | 38,893.65 | 172.88 | -0.44% |
NZX 50 Index | 12,887.02 | 42.43 | 0.33% |
S&P 500 | 6,083.57 | 22.09 | 0.36% |
S&P/ASX 200 | 8,520.30 | 0.40 | -0.00% |
SSE Composite Index | 3,296.59 | 25.93 | 0.79% |