Futurity Diversified Actv Rspnb Invm DA9
FIG5844AU
Futurity Diversified Actv Rspnb Invm DA9 FIG5844AU Strategy
The Fund aims to provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of securities listed on developed and emerging markets, and domestic and international fixed interest securities. Exposure is adjusted to take into account certain environmental and sustainability impact and social considerations. The Fund will seek to target approximately 70% exposure to equities and 30% exposure to fixed interest assets.
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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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,516.50 | 4.60 | 0.05% |
| CAC 40 | 7,329.37 | 47.15 | 0.65% |
| DAX 40 | 19,983.01 | 76.93 | 0.39% |
| Dow JONES (US) | 42,732.13 | 339.86 | 0.80% |
| FTSE 100 | 8,208.81 | 15.17 | -0.18% |
| HKSE | 19,688.29 | 71.98 | -0.36% |
| NASDAQ | 19,621.68 | 340.88 | 1.77% |
| Nikkei 225 | 39,307.05 | 587.49 | -1.47% |
| NZX 50 Index | 13,072.93 | 5.10 | 0.04% |
| S&P 500 | 5,942.47 | 73.92 | 1.26% |
| S&P/ASX 200 | 8,257.40 | 6.90 | 0.08% |
| SSE Composite Index | 3,206.92 | 4.51 | -0.14% |