Foundation Assertive
WPC0007AU
Foundation Assertive WPC0007AU Strategy
The Fund is intended to be suitable for investors seeking a diversified portfolio of investments, spread across different asset types.
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 | 8,912.00 | 2.90 | 0.03% |
| CAC 40 | 8,096.43 | 70.63 | 0.88% |
| DAX 40 | 23,726.22 | 261.59 | 1.11% |
| Dow JONES (US) | 47,427.12 | 314.67 | 0.67% |
| FTSE 100 | 9,691.58 | 82.05 | 0.85% |
| HKSE | 25,940.22 | 12.14 | 0.05% |
| NASDAQ | 23,214.69 | 189.10 | 0.82% |
| Nikkei 225 | 50,167.10 | 608.03 | 1.23% |
| NZX 50 Index | 13,432.20 | 129.81 | -0.96% |
| S&P 500 | 6,812.61 | 46.73 | 0.69% |
| S&P/ASX 200 | 8,617.30 | 2.40 | 0.03% |
| SSE Composite Index | 3,875.26 | 11.08 | 0.29% |