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Dexus WS Plus AREIT BTA0475AU Strategy

The Fund will invest in AREITs and cash/fixed interest. The Fund will not invest in direct property. It will continually review and, if appropriate, reweight the Fund’s investments with the objective of optimising the Fund’s distributable income.
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

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.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,862.30 147.10 -1.84%
CAC 40 7,941.74 103.37 -1.28%
DAX 40 17,764.95 261.63 -1.45%
Dow JONES (US) 37,735.11 248.13 -0.65%
FTSE 100 7,844.39 121.14 -1.52%
HKSE 16,248.97 351.49 -2.12%
NASDAQ 15,885.02 290.08 -1.79%
Nikkei 225 38,471.20 761.60 -1.94%
NZX 50 Index 11,804.84 111.94 -0.94%
S&P 500 5,061.82 61.59 -1.20%
S&P/ASX 200 7,612.50 140.00 -1.81%
SSE Composite Index 3,007.07 50.31 -1.65%

Market Movers

Name
Last price
Change
% Change
The Star Entertainment Group Ltd SGR 0.42 0.07 -14.43%
Sayona Mining Ltd SYA 0.04 0.00 -7.89%
Imugene Ltd IMU 0.08 0.01 -8.79%
Zip Co Ltd ZIP 1.19 0.15 -10.90%
Telstra Group Ltd TLS 3.68 0.03 -0.81%
Resolute Mining Ltd RSG 0.43 0.06 -12.24%
Peninsula Energy Ltd PEN 0.10 0.01 -6.67%
South32 Ltd S32 3.28 0.16 -4.65%
Piedmont Lithium Inc PLL 0.22 0.07 -22.81%
Core Lithium Ltd CXO 0.14 0.02 -9.68%