MCG Endowment Strategy
SLT0010AU
MCG Endowment Strategy SLT0010AU Strategy
The Fund’s cornerstone investment principle is that through a combination of greater portfolio diversification, rigorous selection of specialist investment managers and a sophisticated risk management program, we are able to design a portfolio which not only has significantly lower risk characteristics as compared to a traditional balanced portfolio, but also one with a higher expected return.
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.
funds
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).
funds
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 | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,620.93 | 61.86 | 0.72% |
| DAX 40 | 25,289.02 | 113.08 | 0.45% |
| Dow JONES (US) | 49,466.47 | 15.68 | -0.03% |
| FTSE 100 | 10,846.70 | 40.29 | 0.37% |
| HKSE | 26,381.02 | 384.70 | -1.44% |
| NASDAQ | 22,784.47 | 367.61 | -1.59% |
| Nikkei 225 | 58,753.39 | 170.27 | 0.29% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,889.89 | 56.24 | -0.81% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,146.63 | 0.60 | -0.01% |