Castle Point Trans-Tasman
24395
Castle Point Trans-Tasman 24395 Strategy
They believe that superior returns are generated by investing with a long-term
perspective and focus on capital preservation.
The investment strategy of the fund is to exploit market inefficiencies resulting from a bias to short term performance by financial market investors, through investing in a range of Australasian assets
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 | 8,633.40 | 5.00 | 0.06% |
| CAC 40 | 7,905.27 | 50.35 | 0.64% |
| DAX 40 | 21,490.97 | 62.73 | 0.29% |
| Dow JONES (US) | 44,350.00 | 71.91 | -0.16% |
| FTSE 100 | 8,572.33 | 11.23 | -0.13% |
| HKSE | 20,789.96 | 572.70 | 2.83% |
| NASDAQ | 19,549.19 | 157.24 | 0.81% |
| Nikkei 225 | 38,798.37 | 278.28 | 0.72% |
| NZX 50 Index | 12,905.04 | 94.72 | 0.74% |
| S&P 500 | 6,010.94 | 16.37 | 0.27% |
| S&P/ASX 200 | 8,374.00 | 5.40 | -0.06% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |