Alium Alpha Ordinary
DCA4974AU
Alium Alpha Ordinary DCA4974AU Strategy
The investment strategy uses a combination of macro and micro analysis to find ideas on both a long and short basis. The Investment Manager will have a particular focus on smaller/niche investment deals and listed emerging companies in Australia and New Zealand, with scope to invest in Asia should the opportunity arise over time. The investments will not exclusively be in that market cap range or exclusively in that region.
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: July 2025
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 | 9,107.90 | 14.60 | -0.16% |
| CAC 40 | 7,854.61 | 36.39 | 0.47% |
| DAX 40 | 23,674.53 | 315.35 | 1.35% |
| Dow JONES (US) | 46,142.42 | 124.10 | 0.27% |
| FTSE 100 | 9,228.11 | 32.45 | 0.35% |
| HKSE | 26,663.80 | 225.29 | 0.85% |
| NASDAQ | 22,470.72 | 209.40 | 0.94% |
| Nikkei 225 | 45,743.57 | 841.30 | 1.87% |
| NZX 50 Index | 13,221.49 | 13.40 | -0.10% |
| S&P 500 | 6,631.96 | 31.61 | 0.48% |
| S&P/ASX 200 | 8,816.00 | 32.50 | -0.37% |
| SSE Composite Index | 3,864.81 | 11.53 | -0.30% |