Altrinsic Global Equities Trust
ANT0005AU
Altrinsic Global Equities Trust ANT0005AU Strategy
The fund is a high conviction portfolio of the investment team's best investment ideas is constructed from the bottom-up on a stock-by-stock basis. Region, industry, and market capitalisation exposures are an outcome of this company-specific approach. The fund typically invests in 60-100 stocks. The fund's exposure to international assets is not hedged to the Australian dollar. However, if the fund becomes overweight in a currency due to stock selection, Altrinsic may enter into currency hedging contracts to reduce that currency exposure.
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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
funds
Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,611.50 | 9.80 | 0.11% |
| CAC 40 | 8,122.58 | 12.04 | 0.15% |
| DAX 40 | 22,314.65 | 118.98 | -0.53% |
| Dow JONES (US) | 44,176.65 | 450.94 | -1.01% |
| FTSE 100 | 8,662.97 | 49.56 | -0.57% |
| HKSE | 22,576.98 | 367.26 | -1.60% |
| NASDAQ | 19,962.36 | 93.89 | -0.47% |
| Nikkei 225 | 38,678.04 | 486.57 | -1.24% |
| NZX 50 Index | 12,784.88 | 95.48 | -0.74% |
| S&P 500 | 6,117.52 | 26.63 | -0.43% |
| S&P/ASX 200 | 8,338.20 | 15.40 | 0.19% |
| SSE Composite Index | 3,350.78 | 0.76 | -0.02% |