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Barrow Hanley Concentrated Glb Sh No.2

RFA0821AU

Barrow Hanley Concentrated Glb Sh No.2 RFA0821AU Strategy

The Fund is designed for investors who want the potential for long term capital growth from a concentrated portfolio of global shares, diversified across a broad range of global sharemarkets and are prepared to accept higher variability of returns. The Fund invests in global companies that offer attractive investment opportunities predominately in markets such as the USA, UK, Continental Europe, Asia and Japan. The Fund may also hold cash and use derivatives.
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 7,785.80 113.10 -1.43%
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 16,105.90 279.97 -1.71%
NASDAQ 15,601.50 81.87 -0.52%
Nikkei 225 36,818.81 1,260.89 -3.31%
NZX 50 Index 11,736.01 100.03 -0.85%
S&P 500 5,011.12 11.09 -0.22%
S&P/ASX 200 7,536.20 105.90 -1.39%
SSE Composite Index 3,061.88 12.35 -0.40%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.07 0.01 -7.05%
Sayona Mining Ltd SYA 0.03 0.00 -4.41%
Pantoro Ltd PNR 0.09 0.00 2.30%
Zip Co Ltd ZIP 1.08 0.07 -5.70%
Pilbara Minerals Ltd PLS 3.85 0.07 -1.79%
The Star Entertainment Group Ltd SGR 0.41 0.01 -1.79%
Alligator Energy Ltd AGE 0.05 0.00 -1.82%
Telstra Group Ltd TLS 3.65 0.03 -0.68%
Evolution Mining Ltd EVN 4.12 0.12 3.00%
South32 Ltd S32 3.22 0.08 -2.28%