Octagon Global Equities Fund
24218
Octagon Global Equities Fund 24218 Strategy
To achieve long-term returns (before fees, taxes and other expenses) greater than MSCI ACWI Net Total Return Index, 50% hedged to the New Zealand dollar.
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
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 | 9,409.30 | 26.80 | -0.28% |
| CAC 40 | 8,559.07 | 39.86 | 0.47% |
| DAX 40 | 25,175.94 | 189.69 | 0.76% |
| Dow JONES (US) | 49,482.15 | 307.65 | 0.63% |
| FTSE 100 | 10,806.41 | 125.82 | 1.18% |
| HKSE | 26,765.72 | 175.40 | 0.66% |
| NASDAQ | 23,152.08 | 288.39 | 1.26% |
| Nikkei 225 | 58,583.12 | 1,262.03 | 2.20% |
| NZX 50 Index | 13,610.95 | 85.37 | 0.63% |
| S&P 500 | 6,946.13 | 56.06 | 0.81% |
| S&P/ASX 200 | 9,175.50 | 27.40 | -0.30% |
| SSE Composite Index | 4,147.23 | 29.82 | 0.72% |