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REST Core Strategy Super 17789 Strategy

CPI + 3% pa over the long-term (rolling 5 year periods). 23% defensive, 77% growth. A mix of shares and bonds, property, infrastructure, alternative assets and cash.
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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,942.50 45.00 0.57%
CAC 40 7,957.57 42.92 0.54%
DAX 40 18,001.60 105.10 0.59%
Dow JONES (US) 38,675.68 450.02 1.18%
FTSE 100 8,213.49 41.34 0.51%
HKSE 18,479.57 3.65 0.02%
NASDAQ 16,156.33 315.37 1.99%
Nikkei 225 38,236.07 37.98 -0.10%
NZX 50 Index 11,825.86 112.22 -0.94%
S&P 500 5,127.79 63.59 1.26%
S&P/ASX 200 7,673.20 44.20 0.58%
SSE Composite Index 3,129.31 24.49 0.79%

Market Movers

Name
Last price
Change
% Change
Pantoro Ltd PNR 0.08 0.00 1.22%
Sayona Mining Ltd SYA 0.03 0.00 -1.52%
Mesoblast Ltd MSB 1.17 0.08 7.37%
Telstra Group Ltd TLS 3.60 0.02 0.56%
Evolution Mining Ltd EVN 3.70 0.04 -0.94%
Botanix Pharmaceuticals Ltd BOT 0.28 0.03 10.00%
Arafura Rare Earths Ltd ARU 0.19 0.01 -2.56%
South32 Ltd S32 3.60 0.02 0.56%
The Star Entertainment Group Ltd SGR 0.44 0.00 0.57%
Alligator Energy Ltd AGE 0.06 0.00 -1.61%