Atrium Evolution Series Divers - AEF 7 P

PIM7509AU

Atrium Evolution Series Divers - AEF 7 P PIM7509AU Strategy

The Fund has a risk targeted, multi-asset investment strategy. The Manager seeks to maximise returns of each Portfolio while managing portfolio volatility such that it does not exceed the Upper Risk Limit for each Portfolio over rolling three (3) year time periods. The Manager uses a dynamic, unconstrained approach to asset allocation providing flexibility to not only take full advantage of opportunities in the market but also to mitigate downside risk.
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

Why small caps could shine bright in 2025?

Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,825.1020.900.24%
CAC 408,178.5414.430.18%
DAX 4022,513.4298.60-0.44%
Dow JONES (US)44,546.08165.35-0.37%
FTSE 1008,732.4632.26-0.37%
HKSE22,620.33805.963.69%
NASDAQ20,026.7781.130.41%
Nikkei 22539,149.43312.04-0.79%
NZX 50 Index12,989.1883.200.64%
S&P 5006,114.630.44-0.01%
S&P/ASX 2008,555.8015.800.19%
SSE Composite Index3,346.7214.240.43%

Market Movers