Pzena Global Focused Value Wholesale
ETL0484AU
Pzena Global Focused Value Wholesale ETL0484AU Strategy
The Investment Manager is a bottom-up, value-oriented equity manager that seeks to invest in good businesses at low prices, focusing exclusively on companies that are underperforming their historically demonstrated earnings power. To pursue its objective, the Investment Manager invests primarily in equity securities of issuers located in countries throughout the world including the United States. These securities may be listed or traded in the United States, on foreign stock exchanges or over the counter.
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 | 8,747.60 | 32.70 | -0.37% |
CAC 40 | 8,006.22 | 33.19 | 0.42% |
DAX 40 | 21,911.74 | 124.74 | 0.57% |
Dow JONES (US) | 44,470.41 | 167.01 | 0.38% |
FTSE 100 | 8,767.80 | 67.27 | 0.77% |
HKSE | 21,521.98 | 388.44 | 1.84% |
NASDAQ | 19,714.27 | 190.87 | 0.98% |
Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
NZX 50 Index | 12,887.21 | 10.86 | 0.08% |
S&P 500 | 6,066.44 | 40.45 | 0.67% |
S&P/ASX 200 | 8,482.80 | 28.60 | -0.34% |
SSE Composite Index | 3,322.17 | 18.50 | 0.56% |