Charter Hall Maxim Property Securities
COL0001AU
Charter Hall Maxim Property Securities COL0001AU Strategy
Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.
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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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 2026
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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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,413.00 | 4.30 | 0.05% |
| CAC 40 | 8,620.93 | 61.86 | 0.72% |
| DAX 40 | 25,289.02 | 113.08 | 0.45% |
| Dow JONES (US) | 49,499.20 | 17.05 | 0.03% |
| FTSE 100 | 10,846.70 | 40.29 | 0.37% |
| HKSE | 26,497.26 | 116.24 | 0.44% |
| NASDAQ | 22,878.38 | 273.69 | -1.18% |
| Nikkei 225 | 58,274.87 | 478.52 | -0.81% |
| NZX 50 Index | 13,678.65 | 7.94 | 0.06% |
| S&P 500 | 6,908.86 | 37.27 | -0.54% |
| S&P/ASX 200 | 9,177.10 | 1.80 | 0.02% |
| SSE Composite Index | 4,139.09 | 7.54 | -0.18% |