Ellerston Global Mid Small Cap B

ECL3306AU

Ellerston Global Mid Small Cap B ECL3306AU Strategy

The Fund’s investment strategy is to construct a concentrated portfolio of Securities using the Manager's distinctively contrarian, high conviction, benchmark independent investment approach. The focus is on disciplined ‘bottom up’ stock selection based on rigorous Fundamental analysis which is overlaid with the Manager’s ‘top down’ assessment of macroeconomic conditions and the market outlook.
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

It’s time for LICs to die

If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds

Chart of the Week: Active or Passive? The results may surprise you

Why manager selection still matters.
funds

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,854.7060.300.69%
CAC 407,884.0348.720.62%
DAX 4025,230.93291.581.17%
Dow JONES (US)50,926.5620.510.04%
FTSE 10010,463.2434.970.34%
HKSE23,972.29640.98-2.60%
NASDAQ26,871.6010.530.04%
Nikkei 22568,309.46647.26-0.94%
NZX 50 Index13,680.49130.02-0.94%
S&P 5007,666.450.000.00%
S&P/ASX 2008,682.1067.700.79%
SSE Composite Index3,842.1911.740.31%

Market Movers