Orion Equities Ord
OEQ
Orion Equities Ord OEQ Strategy
1. Achieve a consistent high real rate of return, comprising both income and capital growth, whilst operating within acceptable risk parameters set by the Board
2. Deliver a regular income stream for shareholders in the form of franked dividends
3. Preserve and protect the capital of the Company
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.
LICs News & Analysis
funds
Listed Investment Companies monthly performance: December 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).
funds
Listed Investment Companies monthly performance: November 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).
personal-finance
AFIC bosses on its record discount, passive investing and pricey stocks
A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,811.90 | 13.20 | -0.15% |
CAC 40 | 8,186.38 | 7.84 | 0.10% |
DAX 40 | 22,715.25 | 201.83 | 0.90% |
Dow JONES (US) | 44,546.08 | 165.35 | -0.37% |
FTSE 100 | 8,753.25 | 20.79 | 0.24% |
HKSE | 22,616.23 | 4.10 | -0.02% |
NASDAQ | 20,026.77 | 81.13 | 0.41% |
Nikkei 225 | 39,174.25 | 24.82 | 0.06% |
NZX 50 Index | 13,068.93 | 79.75 | 0.61% |
S&P 500 | 6,114.63 | 0.44 | -0.01% |
S&P/ASX 200 | 8,537.10 | 18.70 | -0.22% |
SSE Composite Index | 3,355.83 | 9.11 | 0.27% |