Barrow Hanley Concentrated Glb Sh
BTA0503AU
Barrow Hanley Concentrated Glb Sh BTA0503AU Strategy
The Fund is designed for investors who want the potential for long term capital growth from a concentrated portfolio of global shares, diversified across a broad range of global share markets and are prepared to accept higher variability of returns. The Fund invests in global companies that offer attractive investment opportunities predominately in markets such as the USA, UK, Continental Europe, Asia and Japan. The Fund may also hold cash and use derivatives.
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
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).
funds
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,478.80 | 74.90 | 0.89% |
| CAC 40 | 8,183.57 | 71.94 | 0.89% |
| DAX 40 | 22,814.88 | 263.45 | 1.17% |
| Dow JONES (US) | 43,840.91 | 601.41 | 1.39% |
| FTSE 100 | 8,863.43 | 53.69 | 0.61% |
| HKSE | 23,006.27 | 64.95 | 0.28% |
| NASDAQ | 18,847.28 | 302.86 | 1.63% |
| Nikkei 225 | 37,785.47 | 629.97 | 1.70% |
| NZX 50 Index | 12,550.05 | 51.37 | -0.41% |
| S&P 500 | 5,954.50 | 92.93 | 1.59% |
| S&P/ASX 200 | 8,245.70 | 73.30 | 0.90% |
| SSE Composite Index | 3,316.93 | 3.97 | -0.12% |