EFM NexGen Fund - AI Class

ETL6731AU

EFM NexGen Fund - AI Class ETL6731AU Strategy

The fund is an Australian unit trust and gains its exposure by investing in global equities, equity linked securities, Derivatives, cash and cash equivalent instruments. The investment strategy of the fund is based on a fundamental bottom-up research approach, combined with rigorous fundamental qualitative and quantitative analysis to achieve the fund’s investment objective. The fund expects to invest a significant part of its assets in the global markets with a focus towards Financial Services and Technology sectors.
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.
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

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S&P/ASX 2008,220.9019.300.24%
SSE Composite Index3,393.5342.271.26%

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