SIL New Zealand Share Fund
22326
SIL New Zealand Share Fund 22326 Strategy
The Fund invests mainly in New Zealand equities. Investments may include: • equities in companies that are listed or intend to list on the New Zealand stock exchange, and cash and cash equivalents. The fund aims to achieve a return (after the fund charge and before tax) on average over rolling three year periods that outperforms the relevant market index.
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 | 8,751.60 | 4.00 | 0.05% |
| CAC 40 | 8,006.22 | 33.19 | 0.42% |
| DAX 40 | 21,911.74 | 124.74 | 0.57% |
| Dow JONES (US) | 44,470.41 | 167.01 | 0.38% |
| FTSE 100 | 8,767.80 | 67.27 | 0.77% |
| HKSE | 21,391.13 | 130.85 | -0.61% |
| NASDAQ | 19,714.27 | 190.87 | 0.98% |
| Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
| NZX 50 Index | 12,892.25 | 15.90 | 0.12% |
| S&P 500 | 6,066.44 | 40.45 | 0.67% |
| S&P/ASX 200 | 8,483.40 | 0.60 | 0.01% |
| SSE Composite Index | 3,316.83 | 5.34 | -0.16% |