Octagon Australian Equities Fund
24217
Octagon Australian Equities Fund 24217 Strategy
The fund is actively managed and has a target asset allocation of: 85% in Australasian equities, 10% in listed property and 5% in cash and cash equivalents. The fund's foreign currency exposure is actively managed.
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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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 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).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,918.70 | 27.80 | 0.31% |
| CAC 40 | 8,090.64 | 8.83 | -0.11% |
| DAX 40 | 23,734.89 | 33.07 | -0.14% |
| Dow JONES (US) | 47,427.12 | 314.67 | 0.67% |
| FTSE 100 | 9,701.11 | 7.18 | 0.07% |
| HKSE | 25,858.89 | 87.04 | -0.34% |
| NASDAQ | 23,214.69 | 189.10 | 0.82% |
| Nikkei 225 | 50,253.91 | 86.81 | 0.17% |
| NZX 50 Index | 13,489.15 | 56.95 | 0.42% |
| S&P 500 | 6,812.61 | 46.73 | 0.69% |
| S&P/ASX 200 | 8,614.10 | 22.30 | 0.26% |
| SSE Composite Index | 3,888.60 | 13.34 | 0.34% |