Cooper Investors Family and Founder
CIP4943AU
Cooper Investors Family and Founder CIP4943AU Strategy
The Managers will use CI’s VoF research framework (refer to page 6 for a description) to assess individual companies and industries and to construct a portfolio that aims to achieve the risk and return objectives. Utilising CI’s analysis of Focused Management Behaviour, only stocks internally characterised as being founder led, family linked and employee owned will be considered for portfolio selection.
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 | 8,516.50 | 4.60 | 0.05% |
| CAC 40 | 7,326.06 | 43.84 | 0.60% |
| DAX 40 | 19,986.54 | 80.46 | 0.40% |
| Dow JONES (US) | 42,732.13 | 339.86 | 0.80% |
| FTSE 100 | 8,212.82 | 11.16 | -0.14% |
| HKSE | 19,688.29 | 71.98 | -0.36% |
| NASDAQ | 19,621.68 | 340.88 | 1.77% |
| Nikkei 225 | 39,307.05 | 587.49 | -1.47% |
| NZX 50 Index | 13,072.93 | 5.10 | 0.04% |
| S&P 500 | 5,942.47 | 73.92 | 1.26% |
| S&P/ASX 200 | 8,257.40 | 6.90 | 0.08% |
| SSE Composite Index | 3,206.92 | 4.51 | -0.14% |