CI Brunswick
CIP0002AU
CI Brunswick CIP0002AU Strategy
The Fund invests in listed securities with a minimum exposure of 75% to Australian and NZ securities and a
maximum exposure of 25% to other international markets. The portfolio will typically consist of 20-40 stocks. The Fund can hold up to 25% of
the portfolio in cash. Our strategy is to identify stocks with VoF attributes. The portfolio can be divided into 6 broad categories: stalwarts, bond
like equities, asset plays, niche growth companies, growth cyclicals and turnarounds.
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: November 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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 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 | 8,471.50 | 18.80 | 0.22% |
| CAC 40 | 7,282.69 | 10.37 | 0.14% |
| DAX 40 | 19,848.77 | 35.98 | -0.18% |
| Dow JONES (US) | 43,297.03 | 390.08 | 0.91% |
| FTSE 100 | 8,136.99 | 34.27 | 0.42% |
| HKSE | 20,098.29 | 215.16 | 1.08% |
| NASDAQ | 20,031.13 | 266.24 | 1.35% |
| Nikkei 225 | 39,568.06 | 437.63 | 1.12% |
| NZX 50 Index | 13,074.74 | 86.71 | 0.67% |
| S&P 500 | 6,040.04 | 65.97 | 1.10% |
| S&P/ASX 200 | 8,220.90 | 19.30 | 0.24% |
| SSE Composite Index | 3,393.53 | 42.27 | 1.26% |