Generation AB Managed Volatility Eq
ALL5090AU
Generation AB Managed Volatility Eq ALL5090AU Strategy
Aims to achieve returns that exceed the S&P/ASX 300
Accumulation Index after fees and before tax over the
medium to long term. The fund invests mainly in Australian Securities Exchange listed shares but may also invest in global developed market shares and cash. The fund implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.
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 | 8,694.60 | 61.20 | 0.71% |
| CAC 40 | 7,906.40 | 51.48 | 0.66% |
| DAX 40 | 21,505.70 | 77.46 | 0.36% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,570.77 | 12.79 | -0.15% |
| HKSE | 20,659.34 | 130.62 | -0.63% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,746.44 | 51.93 | -0.13% |
| NZX 50 Index | 12,828.55 | 76.49 | -0.59% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,427.00 | 53.00 | 0.63% |
| SSE Composite Index | 3,238.85 | 11.75 | -0.36% |