Baker Steel Gold Institutional
ETL4000AU
Baker Steel Gold Institutional ETL4000AU Strategy
This is a professionally managed specialist investment fund which principally invests into the BAKERSTEEL Global Funds SICAV – Precious Metals Fund. Actively managed by Baker Steel, the Precious Metals Fund is a long only gold and precious metals fund with a portfolio of globally listed gold and precious metals equities, with a small to mid-cap focus. The core of the strategy is to invest in good value precious metal equities using a bottom-up approach. The Precious Metals Fund is diversified by country.
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 | 8,693.70 | 60.30 | 0.70% |
| CAC 40 | 7,906.40 | 51.48 | 0.66% |
| DAX 40 | 21,505.70 | 77.46 | 0.36% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,570.77 | 12.79 | -0.15% |
| HKSE | 20,789.96 | 572.70 | 2.83% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,974.52 | 176.15 | 0.45% |
| NZX 50 Index | 12,833.36 | 71.68 | -0.56% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,426.50 | 52.50 | 0.63% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |