Qualitas Real Estate Income Fund
QRI
Qualitas Real Estate Income Fund QRI Strategy
The Trust’s Investment Objective is to achieve a Target Return of the RBA Cash Rate plus a margin of 5.0% to 6.5% p.a. (net of fees and expenses) (Target Return), provide monthly cash income, capital preservation and portfolio diversification.
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
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?
funds
Listed Investment Companies monthly performance: October 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: September 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,754.70 | 49.70 | 0.57% |
| CAC 40 | 7,255.42 | 18.53 | 0.26% |
| DAX 40 | 20,016.75 | 83.13 | 0.42% |
| Dow JONES (US) | 44,705.53 | 76.47 | -0.17% |
| FTSE 100 | 8,359.41 | 46.52 | 0.56% |
| HKSE | 19,746.32 | 196.03 | 1.00% |
| NASDAQ | 19,480.91 | 76.96 | 0.40% |
| Nikkei 225 | 39,248.86 | 735.84 | 1.91% |
| NZX 50 Index | 12,962.13 | 131.05 | -1.00% |
| S&P 500 | 6,049.88 | 2.73 | 0.05% |
| S&P/ASX 200 | 8,495.20 | 47.30 | 0.56% |
| SSE Composite Index | 3,378.81 | 14.82 | 0.44% |