Investors Mutual Private Portfolio
IML2681AU
Investors Mutual Private Portfolio IML2681AU Strategy
The Fund aims to generate consistent positive returns with low correlation to equity market directions, and aims to diversify its investments across its three core strategies:
1. Relative value: investing in reasonably valued assets with attractive characteristics and at times short-selling overvalued and/or structurally challenged assets.
2. Events: targeting corporate event catalysts such as takeovers, M&A, buybacks, capital issues and restructures.
3. Income.
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.
funds
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 | 8,007.62 | 115.94 | 1.47% |
DAX 40 | 21,902.42 | 316.49 | 1.47% |
Dow JONES (US) | 44,747.63 | 125.65 | -0.28% |
FTSE 100 | 8,727.28 | 103.99 | 1.21% |
HKSE | 20,972.22 | 80.60 | 0.39% |
NASDAQ | 19,791.99 | 99.66 | 0.51% |
Nikkei 225 | 38,841.99 | 224.54 | -0.57% |
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 | 3,280.36 | 9.70 | 0.30% |