Fairlight Global Small & Mid Cap Hedged

PIM0941AU

Fairlight Global Small & Mid Cap Hedged PIM0941AU Strategy

The Fund takes a bottom up approach to investing with deep fundamental research of both the quantitative and qualitative aspects of investee companies. The Fund is benchmark unaware as the Investment Manager believes this unconstrained approach allows maximum flexibility to pursue attractive risk adjusted investments. The intention of the Fund is to hold high quality businesses that generate attractive returns on capital employed through a full market cycle with low levels of debt, managed by competent executive teams that are highly aligned.
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 Ordinaries8,520.1048.600.57%
CAC 407,355.3772.681.00%
DAX 4019,984.32135.550.68%
Dow JONES (US)42,992.21333.59-0.77%
FTSE 1008,149.7812.790.16%
HKSE20,090.467.83-0.04%
NASDAQ19,722.03298.33-1.49%
Nikkei 22540,281.16713.101.80%
NZX 50 Index13,205.10130.361.00%
S&P 5005,970.8466.75-1.11%
S&P/ASX 2008,261.8040.900.50%
SSE Composite Index3,400.142.070.06%

Market Movers