Plato Global Shares Income P
WHT6999AU
Plato Global Shares Income P WHT6999AU Strategy
Minimum 90% of the fund invested in global listed entities and futures. The weighting of a stock in the Fund’s portfolio will not represent more than 3% of the Fund. The Fund will typically hold 100 to 600 stocks at any one time.
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.
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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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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).
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Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,811.50 | 11.90 | 0.14% |
CAC 40 | 8,042.19 | 13.29 | 0.17% |
DAX 40 | 22,148.03 | 110.20 | 0.50% |
Dow JONES (US) | 44,368.56 | 225.09 | -0.50% |
FTSE 100 | 8,807.44 | 30.05 | 0.34% |
HKSE | 22,187.17 | 329.25 | 1.51% |
NASDAQ | 19,649.95 | 6.10 | 0.03% |
Nikkei 225 | 39,484.35 | 520.65 | 1.34% |
NZX 50 Index | 12,889.17 | 24.78 | -0.19% |
S&P 500 | 6,051.97 | 16.53 | -0.27% |
S&P/ASX 200 | 8,548.50 | 13.20 | 0.15% |
SSE Composite Index | 3,342.22 | 4.17 | -0.12% |