Epsilon Direct Lending A
PTC6784AU
Epsilon Direct Lending A PTC6784AU Strategy
To generate contracted cash and non-cash yields by building a diversified portfolio of between 15-20 senior, stretch senior, unitranche and subordinated loans to middle market companies domiciled in Australia and New Zealand and other investments determined by the Manager from time to time.
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 | 8,683.40 | 50.00 | 0.58% |
| CAC 40 | 7,879.93 | 26.47 | -0.33% |
| DAX 40 | 21,552.15 | 46.45 | 0.22% |
| Dow JONES (US) | 44,623.59 | 67.55 | 0.15% |
| FTSE 100 | 8,617.15 | 46.38 | 0.54% |
| HKSE | 20,597.09 | 192.87 | -0.93% |
| NASDAQ | 19,590.68 | 63.34 | -0.32% |
| Nikkei 225 | 38,831.48 | 33.11 | 0.09% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,034.08 | 3.80 | -0.06% |
| S&P/ASX 200 | 8,416.90 | 42.90 | 0.51% |
| SSE Composite Index | 3,229.49 | 21.11 | -0.65% |