Morningstar Investor users sign in here.

Mercer Ethical Leaders NZ Shares Fd

23895

Mercer Ethical Leaders NZ Shares Fd 23895 Strategy

The Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the NZX 50 Index (on a gross basis and including imputation credits).
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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 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 7,785.80 113.10 -1.43%
CAC 40 8,023.26 41.75 0.52%
DAX 40 17,837.40 67.38 0.38%
Dow JONES (US) 37,775.38 22.07 0.06%
FTSE 100 7,877.05 29.06 0.37%
HKSE 16,105.90 279.97 -1.71%
NASDAQ 15,601.50 81.87 -0.52%
Nikkei 225 36,818.81 1,260.89 -3.31%
NZX 50 Index 11,736.01 100.03 -0.85%
S&P 500 5,011.12 11.09 -0.22%
S&P/ASX 200 7,536.20 105.90 -1.39%
SSE Composite Index 3,061.88 12.35 -0.40%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.07 0.01 -7.05%
Sayona Mining Ltd SYA 0.03 0.00 -4.41%
Pantoro Ltd PNR 0.09 0.00 2.30%
Zip Co Ltd ZIP 1.08 0.07 -5.70%
Pilbara Minerals Ltd PLS 3.85 0.07 -1.79%
The Star Entertainment Group Ltd SGR 0.41 0.01 -1.79%
Alligator Energy Ltd AGE 0.05 0.00 -1.82%
Telstra Group Ltd TLS 3.65 0.03 -0.68%
Evolution Mining Ltd EVN 4.12 0.12 3.00%
South32 Ltd S32 3.22 0.08 -2.28%