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
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
KiwiSaver Survey | September Quarter 2024
The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds
New Zealand sustainable funds buck global trends
Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,479.90 | 29.00 | 0.34% |
| CAC 40 | 7,311.80 | 94.97 | 1.32% |
| DAX 40 | 19,263.70 | 260.59 | 1.37% |
| Dow JONES (US) | 43,848.69 | 109.50 | -0.25% |
| FTSE 100 | 8,071.19 | 40.86 | 0.51% |
| HKSE | 19,435.81 | 387.64 | -1.96% |
| NASDAQ | 19,180.76 | 49.97 | -0.26% |
| Nikkei 225 | 38,535.70 | 185.96 | -0.48% |
| NZX 50 Index | 12,692.94 | 18.45 | 0.15% |
| S&P 500 | 5,969.05 | 16.33 | -0.27% |
| S&P/ASX 200 | 8,224.00 | 30.60 | 0.37% |
| SSE Composite Index | 3,379.84 | 59.44 | -1.73% |