Pendal MicroCap Opportunities
RFA0061AU
Pendal MicroCap Opportunities RFA0061AU Strategy
The Fund is actively managed and invests primarily in a portfolio of 40-60 Australian companies with market capitalisation or free float of generally less than $250 million at initial investment that we believe are trading below their assessed valuation. The Fund may also invest in equivalent companies listed on the New Zealand Stock Exchange.
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
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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,631.10 | 49.40 | -0.57% |
| CAC 40 | 7,837.40 | 66.45 | 0.86% |
| DAX 40 | 21,254.27 | 212.27 | 1.01% |
| Dow JONES (US) | 44,156.73 | 130.92 | 0.30% |
| FTSE 100 | 8,545.13 | 3.16 | -0.04% |
| HKSE | 19,838.13 | 59.36 | 0.30% |
| NASDAQ | 20,009.34 | 252.56 | 1.28% |
| Nikkei 225 | 39,901.25 | 255.00 | 0.64% |
| NZX 50 Index | 13,063.80 | 26.66 | 0.20% |
| S&P 500 | 6,086.37 | 37.13 | 0.61% |
| S&P/ASX 200 | 8,380.30 | 49.50 | -0.59% |
| SSE Composite Index | 3,246.51 | 32.89 | 1.02% |