Life Cycle Concentrated Global Shr H Hdg
WHT5525AU
Life Cycle Concentrated Global Shr H Hdg WHT5525AU Strategy
The Fund will invest at least 90% of its Net Asset Value in shares of companies globally, including those in Developed Markets and Emerging Markets. These companies will be listed on stock exchanges in their respective countries. There are no restrictions on the Fund regarding sector and market capitalization. However, the Fund’s country and sector weights, including its investment in Emerging Markets, will generally align with those of the Benchmark. The Fund may allocate up to 20% of its Net Asset Value to Emerging Markets.
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: January 2025
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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Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,403.90 | 102.20 | -1.20% |
| CAC 40 | 8,078.67 | 23.85 | -0.29% |
| DAX 40 | 22,474.15 | 76.74 | -0.34% |
| Dow JONES (US) | 43,239.50 | 193.62 | -0.45% |
| FTSE 100 | 8,782.56 | 26.35 | 0.30% |
| HKSE | 22,941.32 | 776.97 | -3.28% |
| NASDAQ | 18,544.42 | 530.84 | -2.78% |
| Nikkei 225 | 37,155.50 | 1,100.67 | -2.88% |
| NZX 50 Index | 12,601.42 | 60.55 | 0.48% |
| S&P 500 | 5,861.57 | 94.49 | -1.59% |
| S&P/ASX 200 | 8,172.40 | 95.80 | -1.16% |
| SSE Composite Index | 3,320.90 | 67.17 | -1.98% |