Kapstream WS Plus Absolute Return Income
BTA0539AU
Kapstream WS Plus Absolute Return Income BTA0539AU Strategy
The Fund targets an absolute return over time, by investing in a global, diversified portfolio of predominantly investment grade fixed income securities, according to Kapstream’s global macroeconomic and market views.
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 | 8,764.40 | 16.80 | 0.19% |
| 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 | 21,492.14 | 29.84 | -0.14% |
| NASDAQ | 19,714.27 | 190.87 | 0.98% |
| Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
| NZX 50 Index | 12,912.25 | 35.90 | 0.28% |
| S&P 500 | 6,066.44 | 40.45 | 0.67% |
| S&P/ASX 200 | 8,497.20 | 14.40 | 0.17% |
| SSE Composite Index | 3,312.47 | 9.70 | -0.29% |