Morningstar Investor users sign in here.
We’re currently having some problems with our data feed. We apologise for any inconvenience.

SPW Global Growth SIA0001AU Strategy

The Fund aims to provide returns through investing in a portfolio of debt securities and derivatives. The Manager will invest within the global and domestic debt markets. These investments may include but are not restricted to debt instruments such as government treasury bonds, corporate bonds, bank bills, commercial paper, bank loans, mortgage backed securities, asset backed securities, mortgages, secured corporate loans, discounted bills, repurchase agreements and debt/equity hybrid securities, forward foreign exchange agreements, etc.
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 LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 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 7,808.00 90.90 -1.15%
CAC 40 8,023.26 41.75 0.52%
DAX 40 17,837.40 67.38 0.38%
Dow JONES (US) 37,775.38 22.07 0.06%
FTSE 100 7,877.05 29.06 0.37%
HKSE 16,184.02 201.85 -1.23%
NASDAQ 15,601.50 81.87 -0.52%
Nikkei 225 37,135.73 943.97 -2.48%
NZX 50 Index 11,758.70 77.34 -0.65%
S&P 500 5,011.12 11.09 -0.22%
S&P/ASX 200 7,557.60 84.50 -1.11%
SSE Composite Index 3,062.00 12.23 -0.40%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.07 0.01 -7.69%
Sayona Mining Ltd SYA 0.03 0.00 -4.41%
Pantoro Ltd PNR 0.09 0.00 1.15%
Australian Vanadium Ltd AVL 0.02 0.00 -6.25%
Zip Co Ltd ZIP 1.11 0.03 -2.85%
The Star Entertainment Group Ltd SGR 0.41 0.01 -2.38%
Pilbara Minerals Ltd PLS 3.83 0.09 -2.30%
Alligator Energy Ltd AGE 0.05 0.00 -4.55%
Telstra Group Ltd TLS 3.67 0.01 -0.14%
Red 5 Ltd RED 0.44 0.01 1.74%