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 Ordinaries8,788.703.600.04%
CAC 408,007.62115.941.47%
DAX 4021,902.42316.491.47%
Dow JONES (US)44,747.63125.65-0.28%
FTSE 1008,727.28103.991.21%
HKSE21,067.52175.900.84%
NASDAQ19,791.9999.660.51%
Nikkei 22538,893.65172.88-0.44%
NZX 50 Index12,887.0242.430.33%
S&P 5006,083.5722.090.36%
S&P/ASX 2008,520.300.40-0.00%
SSE Composite Index3,296.5925.930.79%

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