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Zurich Investments Concentrated Glbl Gr

ZUR0617AU

Zurich Investments Concentrated Glbl Gr ZUR0617AU Strategy

The fund invests in a concentrated portfolio of securities with high growth potential that are primarily listed on international stock exchanges. The fund will be fully unhedged at all times, providing investors with exposure to foreign exchange fluctuations as well as underlying share movements.
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 7,908.40 47.40 0.60%
CAC 40 7,981.51 48.90 0.62%
DAX 40 17,770.02 3.79 0.02%
Dow JONES (US) 37,753.31 45.66 -0.12%
FTSE 100 7,847.99 27.63 0.35%
HKSE 16,452.10 200.26 1.23%
NASDAQ 15,683.37 181.88 -1.15%
Nikkei 225 38,090.87 129.07 0.34%
NZX 50 Index 11,800.27 75.08 -0.63%
S&P 500 5,022.21 29.20 -0.58%
S&P/ASX 200 7,652.60 47.00 0.62%
SSE Composite Index 3,086.15 14.77 0.48%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -4.29%
Telstra Group Ltd TLS 3.68 0.01 -0.14%
Pantoro Ltd PNR 0.08 0.00 3.05%
The Star Entertainment Group Ltd SGR 0.42 0.01 1.81%
Renascor Resources Ltd RNU 0.11 0.00 0.00%
Zip Co Ltd ZIP 1.18 0.00 0.21%
Imugene Ltd IMU 0.08 0.00 0.00%
Evolution Mining Ltd EVN 4.02 0.15 -3.49%
Pilbara Minerals Ltd PLS 3.89 0.05 1.17%
Fortescue Ltd FMG 25.31 0.31 1.24%