Morningstar Investor users sign in here.

Harbour Long Short 24399 Strategy

The Fund is an actively managed, high conviction portfolio investing principally in ‘long’ and ‘short’ listed New Zealand and Australian equities. The focus is on delivering positive returns through the market cycle by investing in long and short-sold equity positions with no particular attention to an equity benchmark. The fund is expected to have lower volatility than equity benchmarks. Given the unique features of this Fund, it may not be appropriate for all investors.
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

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).
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.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,880.60 43.20 0.55%
CAC 40 8,088.24 71.59 0.89%
DAX 40 18,161.01 243.73 1.36%
Dow JONES (US) 38,239.66 153.86 0.40%
FTSE 100 8,139.83 60.97 0.75%
HKSE 17,802.21 151.06 0.86%
NASDAQ 15,927.90 316.14 2.03%
Nikkei 225 37,934.76 306.28 0.81%
NZX 50 Index 11,843.42 38.33 0.32%
S&P 500 5,099.96 51.54 1.02%
S&P/ASX 200 7,616.60 40.70 0.54%
SSE Composite Index 3,085.93 2.70 -0.09%

Market Movers

Name
Last price
Change
% Change
Droneshield Ltd DRO 0.81 0.02 -2.71%
Sayona Mining Ltd SYA 0.03 0.00 -1.52%
South32 Ltd S32 3.44 0.07 1.93%
Mesoblast Ltd MSB 1.01 0.08 8.06%
Tietto Minerals Ltd TIE 0.68 0.00 0.37%
BrainChip Holdings Ltd BRN 0.29 0.02 -5.74%
Telstra Group Ltd TLS 3.66 0.02 0.41%
Imugene Ltd IMU 0.08 0.00 3.16%
Zip Co Ltd ZIP 1.22 0.07 5.84%
Jupiter Mines Ltd JMS 0.31 0.01 2.50%