Yarra Leaders Fund
JBW0011AU
Yarra Leaders Fund JBW0011AU Strategy
The Fund invests in securities which are listed on the Australian Stock Exchange and included, or expected to be included, in the S&P/ASX 100 Index. The securities that cease to be included in the S&P/ASX 100 Index will be sold within 18 months. The majority of the portfolio will be invested in securities within the S&P/ASX 50 Leaders Index. The Fund invests at least 80% of assets in securities and can invest up to 20% of assets in cash. It generally holds 25-45 securities in the portfolio.
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.
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,168.70 | 33.00 | 0.36% |
| CAC 40 | 8,296.95 | 34.25 | 0.41% |
| DAX 40 | 24,309.90 | 155.43 | 0.64% |
| Dow JONES (US) | 48,578.72 | 115.00 | 0.24% |
| FTSE 100 | 10,584.04 | 5.95 | -0.06% |
| HKSE | 26,160.33 | 233.93 | -0.89% |
| NASDAQ | 24,102.70 | 86.69 | 0.36% |
| Nikkei 225 | 58,475.90 | 1,042.44 | -1.75% |
| NZX 50 Index | 12,905.67 | 160.39 | -1.23% |
| S&P 500 | 7,041.28 | 18.33 | 0.26% |
| S&P/ASX 200 | 8,946.90 | 36.80 | 0.41% |
| SSE Composite Index | 4,051.43 | 4.12 | -0.10% |