MCG Endowment Strategy
SLT0010AU
MCG Endowment Strategy SLT0010AU Strategy
The Fund’s cornerstone investment principle is that through a combination of greater portfolio diversification, rigorous selection of specialist investment managers and a sophisticated risk management program, we are able to design a portfolio which not only has significantly lower risk characteristics as compared to a traditional balanced portfolio, but also one with a higher expected return.
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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Listed Investment Companies monthly performance: January 2026
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 | 8,823.60 | 16.90 | -0.19% |
| CAC 40 | 7,915.36 | 130.44 | -1.62% |
| DAX 40 | 23,409.37 | 181.66 | -0.77% |
| Dow JONES (US) | 47,146.60 | 354.95 | -0.75% |
| FTSE 100 | 10,249.52 | 164.42 | -1.58% |
| HKSE | 25,373.70 | 383.59 | -1.49% |
| NASDAQ | 22,409.76 | 22.08 | 0.10% |
| Nikkei 225 | 52,728.72 | 2,892.12 | -5.20% |
| NZX 50 Index | 13,098.83 | 519.06 | -3.81% |
| S&P 500 | 6,721.08 | 18.94 | -0.28% |
| S&P/ASX 200 | 8,599.00 | 3.30 | -0.04% |
| SSE Composite Index | 4,096.60 | 27.59 | -0.67% |