Shield Master Advantage Diversified Prty
KSA3422AU
Shield Master Advantage Diversified Prty KSA3422AU Strategy
The principal elements of the Investment Manager’s investment strategy include: (i) asset allocation of the Shield High 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 High 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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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,804.20 | 4.60 | 0.05% |
| CAC 40 | 8,164.11 | 121.92 | 1.52% |
| DAX 40 | 22,611.29 | 463.26 | 2.09% |
| Dow JONES (US) | 44,494.62 | 126.06 | 0.28% |
| FTSE 100 | 8,764.72 | 42.72 | -0.49% |
| HKSE | 21,814.37 | 43.55 | -0.20% |
| NASDAQ | 19,824.38 | 174.43 | 0.89% |
| Nikkei 225 | 39,461.47 | 497.77 | 1.28% |
| NZX 50 Index | 12,905.98 | 7.97 | -0.06% |
| S&P 500 | 6,084.39 | 32.42 | 0.54% |
| S&P/ASX 200 | 8,540.00 | 4.70 | 0.06% |
| SSE Composite Index | 3,332.48 | 13.90 | -0.42% |