Shield Growth Class
KSA8803AU
Shield Growth Class KSA8803AU Strategy
The principal elements of the Investment Manager’s investment strategy include: (i) asset allocation of the Shield Growth Class broadly across public markets, or private markets and related asset classes; (ii) sourcing investment opportunities; (iii) selecting the investments that are believed to offer superior relative value; (iv) seeking to manage the Shield Growth Class’ investment level and liquidity; and (v) seeking to manage risk through ongoing monitoring of the portfolio.
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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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).
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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.
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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 | 8,471.80 | 39.90 | 0.47% |
| CAC 40 | 7,477.81 | 69.17 | 0.93% |
| DAX 40 | 20,276.39 | 143.54 | 0.71% |
| Dow JONES (US) | 42,297.12 | 358.67 | 0.86% |
| FTSE 100 | 8,232.35 | 8.16 | 0.10% |
| HKSE | 19,219.78 | 345.64 | 1.83% |
| NASDAQ | 19,088.10 | 73.53 | -0.38% |
| Nikkei 225 | 38,474.30 | 716.10 | -1.83% |
| NZX 50 Index | 12,884.38 | 57.05 | 0.44% |
| S&P 500 | 5,836.22 | 9.18 | 0.16% |
| S&P/ASX 200 | 8,231.00 | 39.10 | 0.48% |
| SSE Composite Index | 3,240.94 | 80.19 | 2.54% |