Ironbark Renaissance WS Plus AU Small Co
BTA0477AU
Ironbark Renaissance WS Plus AU Small Co BTA0477AU Strategy
Renaissance employs an active approach to investment management, adopting a ‘bottom up’, value-based philosophy. Renaissance identify opportunities by monitoring the difference between prevailing market prices and the assessed valuation. Most commonly this occurs due to behavioural inefficiencies, caused by sentiment or momentum driven price movements, or informational inefficiencies, situations where the market has mispriced securities due to incorrect assumptions or lack of recognition of change.
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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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.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,780.30 | 4.80 | -0.05% |
CAC 40 | 8,010.37 | 2.75 | 0.03% |
DAX 40 | 21,931.28 | 28.86 | 0.13% |
Dow JONES (US) | 44,747.63 | 125.65 | -0.28% |
FTSE 100 | 8,723.45 | 3.83 | -0.04% |
HKSE | 21,133.54 | 241.92 | 1.16% |
NASDAQ | 19,791.99 | 99.66 | 0.51% |
Nikkei 225 | 38,787.02 | 279.51 | -0.72% |
NZX 50 Index | 12,902.19 | 57.60 | 0.45% |
S&P 500 | 6,083.57 | 22.09 | 0.36% |
S&P/ASX 200 | 8,511.40 | 9.30 | -0.11% |
SSE Composite Index | 3,303.67 | 33.01 | 1.01% |