Ellerston Overlay Australian Share
ECL0012AU
Ellerston Overlay Australian Share ECL0012AU Strategy
The Manager uses an active, "bottom up" approach to security selection, seeking to identify "mispricing opportunities" and construct a concentrated portfolio of Australian listed securities. To complement this longer term approach to investing adopted by Ellerston Australian Share Fund, the Fund will typically seek to take advantage of shorter term opportunities in the market to add alpha.
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 | September Quarter 2024
The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
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New Zealand sustainable funds buck global trends
Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
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Listed Investment Companies monthly performance: September 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 | 8,515.20 | 3.70 | -0.04% |
| CAC 40 | 7,226.98 | 199.90 | -2.69% |
| DAX 40 | 19,033.64 | 414.96 | -2.13% |
| Dow JONES (US) | 43,910.98 | 382.15 | -0.86% |
| FTSE 100 | 8,025.77 | 99.42 | -1.22% |
| HKSE | 19,846.88 | 580.05 | -2.84% |
| NASDAQ | 19,281.40 | 17.36 | -0.09% |
| Nikkei 225 | 39,376.09 | 157.23 | -0.40% |
| NZX 50 Index | 12,660.11 | 89.25 | -0.70% |
| S&P 500 | 5,983.99 | 17.36 | -0.29% |
| S&P/ASX 200 | 8,255.60 | 10.60 | -0.13% |
| SSE Composite Index | 3,421.97 | 48.10 | -1.39% |