Morningstar Investor users sign in here.

Bentham Wholesale Syndicated Loan NZD

HOW0002NZ

Bentham Wholesale Syndicated Loan NZD HOW0002NZ Strategy

The underlying fund typically invests in the senior secured syndicated loan market but may have limited exposure to other credit investments including, but not limited to, senior loans, second lien loans, high yield bonds, credit default swaps and collateralized debt obligations. The underlying fund’s investments are typically denominated in United States dollars but may also be denominated in other currencies.
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 7,945.60 48.10 0.61%
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 18,466.91 9.01 -0.05%
NASDAQ 16,156.33 315.37 1.99%
Nikkei 225 38,236.07 37.98 -0.10%
NZX 50 Index 11,826.26 111.82 -0.94%
S&P 500 5,127.79 63.59 1.26%
S&P/ASX 200 7,676.20 47.20 0.62%
SSE Composite Index 3,137.36 32.54 1.05%

Market Movers

Name
Last price
Change
% Change
Pantoro Ltd PNR 0.08 0.00 1.22%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
BrainChip Holdings Ltd BRN 0.27 0.02 8.16%
Mesoblast Ltd MSB 1.16 0.08 6.91%
Imugene Ltd IMU 0.08 0.00 -2.44%
The Star Entertainment Group Ltd SGR 0.43 0.00 -0.57%
Telstra Group Ltd TLS 3.59 0.01 0.28%
Evolution Mining Ltd EVN 3.72 0.02 -0.40%
Droneshield Ltd DRO 0.87 0.04 4.82%
AMP Ltd AMP 1.10 0.03 2.82%