P/E Global FX Alpha Fund

MAQ5143AU

P/E Global FX Alpha Fund MAQ5143AU Strategy

The Fund aims to generate long-term total returns by investing in exchange-traded futures providing exposure to currencies and gold. The Fund holds both long and short positions in futures. The Fund also holds cash and cash equivalents. The investment process involves the use of a disciplined and dynamic quantitative model to determine the positions held by the Fund. The model relies on statistical analysis to forecast returns and volatilities for currencies and gold based on underlying fundamental factors identified by P/E Global.
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

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.
funds

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 Ordinaries8,696.3062.900.73%
CAC 407,906.4051.480.66%
DAX 4021,505.7077.460.36%
Dow JONES (US)44,556.04134.130.30%
FTSE 1008,570.7712.79-0.15%
HKSE20,647.03142.93-0.69%
NASDAQ19,654.02262.061.35%
Nikkei 22538,834.1335.760.09%
NZX 50 Index12,844.5960.45-0.47%
S&P 5006,037.8843.310.72%
S&P/ASX 2008,428.7054.700.65%
SSE Composite Index3,238.8511.75-0.36%

Market Movers