BWA Diversified BWA Core Satellite Gr

DAM2300AU

BWA Diversified BWA Core Satellite Gr DAM2300AU Strategy

This option aims to generate both income and capital growth by investing in predominately growth asset classes including equities, infrastructure and alternatives. The long-term strategic asset allocation aims to achieve exposure to 100% growth assets. The strategy will seek to meet its investment objective by investing in a core of passive investments with a satellite allocation to fund managers with a bias to active managers.
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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Listed Investment Companies monthly performance: November 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).
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Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
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Listed Investment Companies monthly performance: October 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).

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