Fisher Trans Tasman Equity Trust

20836

Fisher Trans Tasman Equity Trust 20836 Strategy

The Fund provides for investment in New Zealand and/or Australian shares at the discretion of the Manager. The Manager may invest up to 100% in either Australian or New Zealand shares. For the up to date allocation to each country please contact TOWER. Stock selection is made by applying value investing criteria including company quality, earnings growth, risk level, intrinsic value, and relative value versus similar companies.
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

Listed Investment Companies monthly performance: July 2025

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).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

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).

Morningstar Investment Ideas

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