Bennelong WS Plus ex-20 Aus Equities
BTA0480AU
Bennelong WS Plus ex-20 Aus Equities BTA0480AU Strategy
The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Accumulation Index excluding the S&P/ASX 20 Index. The Fund may also invest in securities listed on other exchanges where such securities relate to ASX‑listed securities. Derivative instruments may be used to replicate underlying positions and hedge market and company-specific risks.
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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Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
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Listed Investment Companies monthly performance: January 2025
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 | 8,137.30 | 82.00 | 1.02% |
| CAC 40 | 8,171.47 | 56.90 | 0.70% |
| DAX 40 | 23,288.06 | 92.64 | -0.40% |
| Dow JONES (US) | 41,964.63 | 383.32 | 0.92% |
| FTSE 100 | 8,706.66 | 1.43 | 0.02% |
| HKSE | 24,504.84 | 266.30 | -1.08% |
| NASDAQ | 17,750.79 | 246.67 | 1.41% |
| Nikkei 225 | 37,751.88 | 93.54 | -0.25% |
| NZX 50 Index | 12,057.44 | 11.51 | 0.10% |
| S&P 500 | 5,675.29 | 60.63 | 1.08% |
| S&P/ASX 200 | 7,908.50 | 80.20 | 1.02% |
| SSE Composite Index | 3,418.06 | 8.37 | -0.24% |