Fortlake Real-Higher Income
TAL0284AU
Fortlake Real-Higher Income TAL0284AU Strategy
The strategy is quantitative led and seeks to generate real returns in the more liquid parts of the fixed income market using specialised techniques only available to institutional grade fixed income managers. The InvestmentManager seeks to target areas of the fixed income market that have a lower probability of default (POD). The Investment Manager only invests in areas where it deems it has a competitive advantage to other fixed income managers.
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 | 8,511.90 | 46.90 | 0.55% |
| CAC 40 | 7,282.22 | 111.54 | -1.51% |
| DAX 40 | 19,906.08 | 118.58 | -0.59% |
| Dow JONES (US) | 42,732.13 | 339.86 | 0.80% |
| FTSE 100 | 8,223.98 | 36.11 | -0.44% |
| HKSE | 19,760.27 | 136.95 | 0.70% |
| NASDAQ | 19,621.68 | 340.88 | 1.77% |
| Nikkei 225 | 39,894.54 | 386.62 | -0.96% |
| NZX 50 Index | 13,067.83 | 42.91 | -0.33% |
| S&P 500 | 5,942.47 | 73.92 | 1.26% |
| S&P/ASX 200 | 8,250.50 | 49.30 | 0.60% |
| SSE Composite Index | 3,211.43 | 51.13 | -1.57% |