Amova SRI Equity
25275
Amova SRI Equity 25275 Strategy
The Nikko AM SRI Equity Fund aims to outperform the S&P/NZX 50 Index Gross with Imputation credits by 3.0% per annum over a rolling three year period before fees, expenses and taxes. This fund aims to provide investors with exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital. The Fund will exclude certain securities under a socially responsible investment framework.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,061.20 | 20.50 | -0.23% |
| CAC 40 | 7,905.83 | 51.22 | 0.65% |
| DAX 40 | 23,696.96 | 22.43 | 0.09% |
| Dow JONES (US) | 46,142.42 | 124.10 | 0.27% |
| FTSE 100 | 9,225.38 | 2.73 | -0.03% |
| HKSE | 26,545.10 | 0.25 | 0.00% |
| NASDAQ | 22,470.72 | 209.40 | 0.94% |
| Nikkei 225 | 45,045.81 | 257.62 | -0.57% |
| NZX 50 Index | 13,231.66 | 111.63 | 0.85% |
| S&P 500 | 6,631.96 | 31.61 | 0.48% |
| S&P/ASX 200 | 8,773.50 | 18.70 | -0.21% |
| SSE Composite Index | 3,820.09 | 11.57 | -0.30% |