Generation Barrow Hanley Global Share

ALL0012AU

Generation Barrow Hanley Global Share ALL0012AU Strategy

Perpetual aims to achieve the fund's investment objective by: 1) adopting a 'bottom-up' stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation; 2) constructing a portfolio within a framework that is benchmark independent in terms of stock and sector weights; etc.
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: September 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).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,062.2028.30-0.31%
CAC 408,067.5342.26-0.52%
DAX 4023,949.11183.30-0.76%
Dow JONES (US)47,085.24251.44-0.53%
FTSE 1009,714.9613.590.14%
HKSE25,952.40205.96-0.79%
NASDAQ23,348.64486.09-2.04%
Nikkei 22551,072.73424.47-0.82%
NZX 50 Index13,559.1146.85-0.34%
S&P 5006,771.5580.42-1.17%
S&P/ASX 2008,794.1015.70-0.18%
SSE Composite Index3,960.1916.33-0.41%

Market Movers