Alvia Family Office

DDH2895AU

Alvia Family Office DDH2895AU Strategy

The Fund provides investors with access to a concentrated portfolio of the Manager’s highest conviction ideas, utilising quantitative screening, detailed analysis, scoring, target weighting and portfolio rebalancing.
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 Ordinaries8,452.70136.001.64%
CAC 407,274.200.28-0.00%
DAX 4019,858.4826.27-0.13%
Dow JONES (US)42,840.26498.021.18%
FTSE 1008,097.6813.070.16%
HKSE19,883.13162.430.82%
NASDAQ19,572.60199.831.03%
Nikkei 22539,161.34459.441.19%
NZX 50 Index12,988.0383.920.65%
S&P 5005,930.8563.771.09%
S&P/ASX 2008,201.60134.601.67%
SSE Composite Index3,351.2616.81-0.50%

Market Movers