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CVW WF-CLAL Index Em Mkts (Pensn)

CVW0032AU

CVW WF-CLAL Index Em Mkts (Pensn) CVW0032AU Strategy

"True Indexing is designed to result in pre-tax performance for investors that equal the Index performance. The Fund achieves this by: • investing in shares, derivatives and cash, either directly or through underlying funds that are managed by members of the Macquarie Group (Underlying Investments) with the aim of providing exposure that closely resembles the exposure of the Index, and • entering into a swap agreement. If the Underlying Investments outperform the Index, the Swap Counterparty receives this outperformance, and vice versa"
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

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Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
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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).
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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 7,937.90 35.90 0.45%
CAC 40 8,105.78 65.42 0.81%
DAX 40 18,137.65 276.85 1.55%
Dow JONES (US) 38,484.48 244.50 0.64%
FTSE 100 8,044.81 20.94 0.26%
HKSE 16,828.93 317.24 1.92%
NASDAQ 15,710.08 258.77 1.67%
Nikkei 225 37,552.16 113.55 0.30%
NZX 50 Index 11,803.28 49.52 -0.42%
S&P 500 5,069.71 59.11 1.18%
S&P/ASX 200 7,683.50 34.30 0.45%
SSE Composite Index 3,021.98 22.62 -0.74%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.09 0.00 0.00%
The Star Entertainment Group Ltd SGR 0.42 0.00 0.00%
Red 5 Ltd RED 0.43 0.01 -2.30%
Beach Energy Ltd BPT 1.60 0.01 -0.31%
Telstra Group Ltd TLS 3.69 0.01 -0.27%
Zip Co Ltd ZIP 1.22 0.05 3.83%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
South32 Ltd S32 3.32 0.05 -1.48%
BWP Trust BWP 3.52 0.00 0.00%
Base Resources Ltd BSE 0.23 0.01 -4.26%