Federation Alternative Investments Ret
ETL6849AU
Federation Alternative Investments Ret ETL6849AU Strategy
The Investment Manager seeks to acquire investments which support FAI’s total return objective of 15 per cent. per annum (after taking into account fees and costs of FAI, but before taxation), annualised over the life of FAI. This is a target only and may not be achieved: Actual returns achieved will be influenced by a range of factors including the valuation and performance of FAI’s underlying investments.
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 | 8,456.80 | 15.00 | -0.18% |
| CAC 40 | 7,462.04 | 38.37 | 0.52% |
| DAX 40 | 20,440.85 | 169.52 | 0.84% |
| Dow JONES (US) | 42,518.28 | 221.16 | 0.52% |
| FTSE 100 | 8,266.10 | 64.56 | 0.79% |
| HKSE | 19,286.07 | 66.29 | 0.34% |
| NASDAQ | 19,044.39 | 43.71 | -0.23% |
| Nikkei 225 | 38,444.58 | 29.72 | -0.08% |
| NZX 50 Index | 12,943.57 | 59.19 | 0.46% |
| S&P 500 | 5,842.91 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,213.30 | 17.70 | -0.22% |
| SSE Composite Index | 3,227.12 | 13.82 | -0.43% |