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OC Dynamic Equity OPS0001AU Strategy

The Fund’s investment universe includes all companies listed or about to be listed on the Australian Securities Exchange (‘ASX’) regardless of their size or business sector. Despite the broad investment universe, we focus on smaller businesses (ex ASX 100) believing they are easier to understand, simpler to value and more accessible to research.
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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,015.20 62.90 0.79%
CAC 40 7,996.64 39.07 0.49%
DAX 40 18,175.21 173.61 0.96%
Dow JONES (US) 38,852.27 176.59 0.46%
FTSE 100 8,213.49 41.34 0.51%
HKSE 18,420.38 157.92 -0.85%
NASDAQ 16,349.25 192.92 1.19%
Nikkei 225 38,744.59 508.52 1.33%
NZX 50 Index 11,798.07 22.71 -0.19%
S&P 500 5,180.74 52.95 1.03%
S&P/ASX 200 7,742.70 60.30 0.78%
SSE Composite Index 3,136.62 4.10 -0.13%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 10.61%
Imugene Ltd IMU 0.08 0.00 -1.30%
Alligator Energy Ltd AGE 0.06 0.00 5.74%
Telstra Group Ltd TLS 3.61 0.02 0.42%
Pilbara Minerals Ltd PLS 4.18 0.02 -0.36%
Mesoblast Ltd MSB 1.21 0.06 4.76%
Peninsula Energy Ltd PEN 0.12 0.00 0.00%
Latin Resources Ltd LRS 0.26 0.02 8.51%
The Star Entertainment Group Ltd SGR 0.45 0.02 4.02%
Zip Co Ltd ZIP 1.36 0.05 4.01%