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OA Bennelong Australian Equities

MMF1598AU

OA Bennelong Australian Equities MMF1598AU Strategy

Detailed risk analysis is used to design a portfolio of shares which provides the greatest likelihood of matching the performance of the S&P/ASX 300 Accumulation Index. All shares in this option are maintained within a very close margin to their weight in the Index. The option predominantly invests in Australian companies and therefore does not hedge currency risk.
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 7,892.10 31.10 0.40%
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 16,251.84 2.87 0.02%
NASDAQ 15,683.37 181.88 -1.15%
Nikkei 225 37,647.68 314.12 -0.83%
NZX 50 Index 11,799.54 75.81 -0.64%
S&P 500 5,022.21 29.20 -0.58%
S&P/ASX 200 7,635.30 29.70 0.39%
SSE Composite Index 3,071.38 64.31 2.14%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -2.86%
Pantoro Ltd PNR 0.08 0.00 1.83%
Renascor Resources Ltd RNU 0.11 0.01 7.14%
Pilbara Minerals Ltd PLS 3.88 0.04 1.04%
Telstra Group Ltd TLS 3.68 0.01 -0.14%
Evolution Mining Ltd EVN 4.00 0.17 -3.97%
Bellevue Gold Ltd BGL 1.83 0.08 -3.94%
Mesoblast Ltd MSB 0.77 0.02 2.33%
Imugene Ltd IMU 0.08 0.00 1.20%
The Star Entertainment Group Ltd SGR 0.42 0.00 0.00%