CVW WF-Aoris International SRI Pen
CVW0030AU
CVW WF-Aoris International SRI Pen CVW0030AU Strategy
The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.
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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Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
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Listed Investment Companies monthly performance: October 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).
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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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,671.70 | 10.50 | 0.12% |
| CAC 40 | 7,257.47 | 2.46 | 0.03% |
| DAX 40 | 19,405.20 | 82.61 | 0.43% |
| Dow JONES (US) | 44,736.57 | 440.06 | 0.99% |
| FTSE 100 | 8,291.68 | 29.60 | 0.36% |
| HKSE | 19,150.99 | 78.98 | -0.41% |
| NASDAQ | 19,054.84 | 51.19 | 0.27% |
| Nikkei 225 | 38,780.14 | 496.29 | 1.30% |
| NZX 50 Index | 13,112.00 | 84.08 | -0.64% |
| S&P 500 | 5,987.37 | 18.03 | 0.30% |
| S&P/ASX 200 | 8,422.00 | 4.40 | 0.05% |
| SSE Composite Index | 3,263.76 | 3.43 | -0.11% |