Wheelhouse Global Fund
BFL3446AU
Wheelhouse Global Fund BFL3446AU Strategy
The Fund’s objective is to generate long-term returns in excess of the RBA cash rate plus 2.5%, over a rolling five-year period (net of fees and expenses of the Fund and before tax).
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
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds
Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,551.20 | 72.90 | -0.85% |
| CAC 40 | 7,613.05 | 29.32 | 0.39% |
| DAX 40 | 19,657.37 | 73.98 | 0.38% |
| Dow JONES (US) | 43,275.91 | 36.86 | 0.09% |
| FTSE 100 | 8,358.25 | 26.88 | -0.32% |
| HKSE | 20,804.11 | 725.01 | 3.61% |
| NASDAQ | 18,489.55 | 115.94 | 0.63% |
| Nikkei 225 | 38,981.75 | 70.56 | 0.18% |
| NZX 50 Index | 12,823.89 | 55.35 | 0.43% |
| S&P 500 | 5,864.67 | 23.20 | 0.40% |
| S&P/ASX 200 | 8,283.20 | 72.70 | -0.87% |
| SSE Composite Index | 3,261.56 | 92.18 | 2.91% |