Morningstar Investor users sign in here.

Fisher Funds Conservative 24380 Strategy

The Fund will look to invest in those companies that exhibit sustainable characteristics and those which demonstrate credible strategies to improve their outcomes with respect to ESG factors. The Fund also employs an ethical screen which will prohibit investment into certain companies and sectors. The Fund invests in a select portfolio of well researched New Zealand and Australian listed 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

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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).
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.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,067.52 24.34 -0.30%
DAX 40 18,006.09 82.61 -0.46%
Dow JONES (US) 38,460.92 42.77 -0.11%
FTSE 100 8,080.76 40.38 0.50%
HKSE 17,269.65 68.38 0.40%
NASDAQ 15,712.75 16.11 0.10%
Nikkei 225 37,628.48 831.60 -2.16%
NZX 50 Index 11,946.43 143.15 1.21%
S&P 500 5,071.63 1.08 0.02%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,052.90 8.08 0.27%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
Telstra Group Ltd TLS 3.67 0.02 -0.54%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
South32 Ltd S32 3.31 0.01 -0.30%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%