Profeta Global Investments Founders
PFT0164AU
Profeta Global Investments Founders PFT0164AU Strategy
The Fund will focus on investing in listed global securities. Investments may include debt securities, managed investment schemes, derivative, ETFs. • Listed securities may represent 50-100% of the Net Asset Value of the Fund. • Cash may represent 0-50% of the Net Asset Value of the Fund. It will typically be below 30%. • Unlisted securities may comprise up to 10% of the Net Asset Value of the Fund. • Short positions limited to 30% of the Net Asset Value of the Fund.
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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Future Focus: In defence of managed funds
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Listed Investment Companies monthly performance: January 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 | 8,055.30 | 34.60 | -0.43% |
| CAC 40 | 8,122.47 | 7.90 | 0.10% |
| DAX 40 | 23,296.85 | 83.85 | -0.36% |
| Dow JONES (US) | 41,841.63 | 353.44 | 0.85% |
| FTSE 100 | 8,684.07 | 21.16 | -0.24% |
| HKSE | 24,771.14 | 30.57 | 0.12% |
| NASDAQ | 17,504.12 | 249.97 | -1.41% |
| Nikkei 225 | 37,751.88 | 93.54 | -0.25% |
| NZX 50 Index | 12,045.93 | 120.21 | -0.99% |
| S&P 500 | 5,675.12 | 36.18 | 0.64% |
| S&P/ASX 200 | 7,828.30 | 32.10 | -0.41% |
| SSE Composite Index | 3,426.43 | 3.33 | -0.10% |