Global Small and Mid-Cap

BEG0969AU

Global Small and Mid-Cap BEG0969AU Strategy

The Fund intends to invest substantially all of its assets in the Underlying Strategies. The Underlying Strategies invest substantially all of their assets (i.e. the assets of an underlying pooled investment fund and/or assets of a mandate) in a portfolio of global small-cap and mid-cap shares. The Fund aims to be invested with multiple active Underlying Investment Managers whose investment strategies emphasize performance above the benchmark while aiming to control risk.
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

funds

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.
funds

Future Focus: Why I use managed funds

Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds

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 Ordinaries8,694.6061.200.71%
CAC 407,906.4051.480.66%
DAX 4021,505.7077.460.36%
Dow JONES (US)44,556.04134.130.30%
FTSE 1008,570.7712.79-0.15%
HKSE20,659.34130.62-0.63%
NASDAQ19,654.02262.061.35%
Nikkei 22538,746.4451.93-0.13%
NZX 50 Index12,828.5576.49-0.59%
S&P 5006,037.8843.310.72%
S&P/ASX 2008,427.0053.000.63%
SSE Composite Index3,238.8511.75-0.36%

Market Movers