Firetrail Australian High Conviction
WHT3810AU
Firetrail Australian High Conviction WHT3810AU Strategy
The Fund provides exposure to a concentrated portfolio (approx 25 securities)of Australian equities through securities listed, or expected to be listed, on the ASX and the NZX. Only those securities that the Investment Manager has the highest conviction to generate the greatest returns will be included in the portfolio. Minimum suggested investment timeframe is 5 years. The benchmark of the Fund is the S&P/ASX 200 Accumulation 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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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 | 8,633.40 | 5.00 | 0.06% |
| CAC 40 | 7,854.92 | 95.25 | -1.20% |
| DAX 40 | 21,428.24 | 303.81 | -1.40% |
| Dow JONES (US) | 44,421.91 | 122.75 | -0.28% |
| FTSE 100 | 8,583.56 | 90.40 | -1.04% |
| HKSE | 20,560.19 | 342.93 | 1.70% |
| NASDAQ | 19,391.96 | 235.49 | -1.20% |
| Nikkei 225 | 38,812.04 | 291.95 | 0.76% |
| NZX 50 Index | 12,905.04 | 94.72 | 0.74% |
| S&P 500 | 5,994.57 | 45.96 | -0.76% |
| S&P/ASX 200 | 8,374.00 | 5.40 | -0.06% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |