Morningstar Investor users sign in here.

MLC MKSF - Schroder WS Australian Equity

MLC0699AU

MLC MKSF - Schroder WS Australian Equity MLC0699AU Strategy

The Fund is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage. The Fund draws on Schroders’ deep research capabilities, with a long term focus on investing, it is suitable as a core portfolio holding over the medium to long term.
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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,076.70 11.20 0.14%
CAC 40 8,131.41 55.73 0.69%
DAX 40 18,498.38 68.33 0.37%
Dow JONES (US) 38,943.23 58.97 0.15%
FTSE 100 8,354.05 40.38 0.49%
HKSE 18,313.86 165.51 -0.90%
NASDAQ 16,281.15 51.40 -0.31%
Nikkei 225 38,202.37 632.73 -1.63%
NZX 50 Index 11,782.89 17.89 -0.15%
S&P 500 5,180.23 7.47 -0.14%
S&P/ASX 200 7,804.50 11.20 0.14%
SSE Composite Index 3,128.48 19.26 -0.61%

Market Movers

We’re currently having some problems with our data feed. We apologise for any inconvenience.