Smarter Money Assisted Investor Class

CRE0014AU

Smarter Money Assisted Investor Class CRE0014AU Strategy

The Fund targets returns above the average returns of traditional cash products after management costs. More specifically, the Fund targets returns that outperform the Reserve Bank of Australia’s (RBA’s) cash rate by 1.0% to 2.0% pa after management costs, over a rolling 12 month period. The investment objective is not intended to be a forecast. It is only an indication of what the investment strategy aims to achieve over a rolling 12 month period.
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

Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows

We expect worsening credit profiles for both high- and low-quality borrowers.
funds

Listed Investment Companies monthly performance: November 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

What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,045.9027.80-0.31%
CAC 408,325.1891.261.11%
DAX 4025,261.64134.180.53%
Dow JONES (US)49,504.07237.960.48%
FTSE 10010,108.3263.630.63%
HKSE26,231.7982.480.32%
NASDAQ23,671.35191.330.81%
Nikkei 22551,939.89822.631.61%
NZX 50 Index13,696.2520.61-0.15%
S&P 5006,966.2844.820.65%
S&P/ASX 2008,717.8029.10-0.33%
SSE Composite Index4,120.4337.450.92%

Market Movers