Ironbark Renaissance WS Plus AU Small Co

BTA0477AU

Ironbark Renaissance WS Plus AU Small Co BTA0477AU Strategy

Renaissance employs an active approach to investment management, adopting a ‘bottom up’, value-based philosophy. Renaissance identify opportunities by monitoring the difference between prevailing market prices and the assessed valuation. Most commonly this occurs due to behavioural inefficiencies, caused by sentiment or momentum driven price movements, or informational inefficiencies, situations where the market has mispriced securities due to incorrect assumptions or lack of recognition of change.
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

funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

KiwiSaver Survey | September Quarter 2024

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds

New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,554.4015.400.18%
CAC 407,275.295.660.08%
DAX 4019,177.7033.11-0.17%
Dow JONES (US)43,446.801.810.00%
FTSE 1008,101.6838.070.47%
HKSE19,576.61150.270.77%
NASDAQ18,844.70164.580.88%
Nikkei 22538,220.85422.06-1.09%
NZX 50 Index12,764.6579.770.63%
S&P 5005,899.6629.040.49%
S&P/ASX 2008,300.2015.000.18%
SSE Composite Index3,323.856.88-0.21%

Market Movers