Australian Ethical Emerging Companies
AUG0026AU
Australian Ethical Emerging Companies AUG0026AU Strategy
The opportunity to invest into a diversified portfolio of small and microcap companies that both pass our ethical screening process and have strong fundamental investment merit. The Fund utilises an active, bottom up, stock picking style and investors should expect most of the return to be generated from capital growth rather than income.
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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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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Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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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 | 8,575.00 | 26.70 | -0.31% |
| 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 | 23,238.42 | 661.44 | 2.93% |
| NASDAQ | 19,962.36 | 93.89 | -0.47% |
| Nikkei 225 | 38,674.82 | 3.22 | -0.01% |
| NZX 50 Index | 12,752.58 | 127.78 | -0.99% |
| S&P 500 | 6,117.52 | 26.63 | -0.43% |
| S&P/ASX 200 | 8,300.00 | 22.80 | -0.27% |
| SSE Composite Index | 3,376.72 | 25.94 | 0.77% |