Ellerston Global Mid Small Cap Unhedged
ECL8388AU
Ellerston Global Mid Small Cap Unhedged ECL8388AU Strategy
The Fund’s investment strategy is to construct a concentrated portfolio of Securities using the Manager's distinctively contrarian, high conviction, benchmark independent investment approach. The focus is on disciplined ‘bottom up’ stock selection based on rigorous Fundamental analysis which is overlaid with the Manager’s ‘top down’ assessment of macroeconomic conditions and the market outlook.
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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Hyperion Asset Management named Fund Manager of the Year
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Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,601.70 | 97.40 | -1.12% |
| CAC 40 | 8,122.58 | 12.04 | 0.15% |
| DAX 40 | 22,314.65 | 118.98 | -0.53% |
| Dow JONES (US) | 44,176.65 | 450.94 | -1.01% |
| FTSE 100 | 8,662.97 | 49.56 | -0.57% |
| HKSE | 22,576.98 | 367.26 | -1.60% |
| NASDAQ | 19,962.36 | 93.89 | -0.47% |
| Nikkei 225 | 38,678.04 | 486.57 | -1.24% |
| NZX 50 Index | 12,786.58 | 93.78 | -0.73% |
| S&P 500 | 6,117.52 | 26.63 | -0.43% |
| S&P/ASX 200 | 8,322.80 | 96.40 | -1.15% |
| SSE Composite Index | 3,350.78 | 0.76 | -0.02% |