IOOF DA-Capital Stable
IOF0713AU
IOOF DA-Capital Stable IOF0713AU Strategy
Invests in Australian shares; listed property trusts; money market and fixed interest securities. Asset ranges (with benchmarks in brackets): Australian equities 10-25% (17.5%); listed property trusts 0-10% (5%); Australian fixed interest and money market securities 65-90% (77.5%). IOOF Investment Management Limited has been appointed investment manager.
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 | 8,005.57 | 0.65 | -0.01% |
| DAX 40 | 21,930.80 | 19.06 | 0.09% |
| Dow JONES (US) | 44,470.41 | 167.01 | 0.38% |
| FTSE 100 | 8,763.37 | 4.43 | -0.05% |
| HKSE | 21,294.86 | 227.12 | -1.06% |
| NASDAQ | 19,714.27 | 190.87 | 0.98% |
| Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
| NZX 50 Index | 12,917.45 | 41.10 | 0.32% |
| S&P 500 | 6,066.44 | 40.45 | 0.67% |
| S&P/ASX 200 | 8,484.00 | 1.20 | 0.01% |
| SSE Composite Index | 3,318.06 | 4.11 | -0.12% |