Arculus Preferred Income Fund

DDH0001AU

Arculus Preferred Income Fund DDH0001AU Strategy

The Funds investment strategy is to identify appropriate investments that are expected to generate a sufficiently high yield, commensurate with the assumed risk, with minimum volatility of returns. The fund consists of a core portfolio constructed with reference to macroeconomic factors and industry exposure. The balance of the fund is a tactical component that seeks to enhance returns via investing in short term yield opportunities in the same fixed interest asset classes but especially those traded on the ASX.
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

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).
funds

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.
funds

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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,471.5018.800.22%
CAC 407,282.6910.370.14%
DAX 4019,848.7735.98-0.18%
Dow JONES (US)43,297.03390.080.91%
FTSE 1008,136.9934.270.42%
HKSE20,098.29215.161.08%
NASDAQ20,031.13266.241.35%
Nikkei 22539,568.06437.631.12%
NZX 50 Index13,074.7486.710.67%
S&P 5006,040.0465.971.10%
S&P/ASX 2008,220.9019.300.24%
SSE Composite Index3,393.5342.271.26%

Market Movers