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ART Retirement Sup 17722 Strategy

The fund invests in a wide variety of asset classes to gain the benefits of diversification. It invests in over 40 investment managers for diversification and may employ option strategies from time to time to reduce the impact of sharemarket falls.
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%