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Octagon New Zealand Fixed Interest

23783
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Octagon New Zealand Fixed Interest 23783 Strategy

To provide a gross return 1.5% above the NZX 90 Day Bank Bill Return on a long-run compound average basis. The Fund will invest into a diversified portfolio of higher performing New Zealand and global fixed interest securities. The Fund shall have a disciplined investment approach as reflected in the Authorised Investments. Fund outperformance opportunities will arise from a combination of capturing attractive credit margins, providing global credit conditions are generally supportive, along with more defensive positioning in more risk adverse conditions. Total exposure limits to individual issuers will be prudently managed as per the investment guidelines.
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: May 2024

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Markets

Index
Last price
Change
% Change
All Ordinaries 8,198.70 9.90 -0.12%
CAC 40 7,598.63 23.39 -0.31%
DAX 40 18,557.70 150.63 0.82%
Dow JONES (US) 40,358.09 57.35 -0.14%
FTSE 100 8,167.37 31.41 -0.38%
HKSE 17,344.52 124.84 -0.71%
NASDAQ 17,997.35 10.22 -0.06%
Nikkei 225 39,179.21 415.18 -1.05%
NZX 50 Index 12,530.99 105.41 0.85%
S&P 500 5,555.74 8.67 -0.16%
S&P/ASX 200 7,956.80 14.30 -0.18%
SSE Composite Index 2,916.07 0.70 0.02%

Market Movers

Name
Last price
Change
% Change
Argosy Minerals Ltd AGY 0.05 0.03 -38.89%
Pilbara Minerals Ltd PLS 2.92 0.03 1.04%
Droneshield Ltd DRO 1.45 0.03 2.11%
Imugene Ltd IMU 0.06 0.00 -5.83%
Worley Ltd WOR 15.23 0.04 0.23%
Mesoblast Ltd MSB 1.25 0.06 -4.21%
Core Lithium Ltd CXO 0.10 0.00 -2.55%
Sayona Mining Ltd SYA 0.03 0.00 -3.03%
Zip Co Ltd ZIP 1.82 0.02 0.97%
Red 5 Ltd RED 0.42 0.03 6.41%