Evidential Sustainable Targeted Factor
25912
Evidential Sustainable Targeted Factor 25912 Strategy
The objective of the fund is to provide capital growth over the minimum recommended investment timeframe. The objective is managed within portfolio constraints, including geographic exposure, market capitalisation, diversification, and environmental and social considerations. The fund is not managed with the objective of achieving a particular return relative to a benchmark index. However, the benchmark index against which fund returns will be reported in the quarterly fund updates for the fund is the MSCI World SMID Index (NZD, gross return)
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
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Listed Investment Companies monthly performance: July 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
Listed Investment Companies monthly performance: June 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,196.80 | 20.60 | -0.22% |
| CAC 40 | 7,707.90 | 4.00 | 0.05% |
| DAX 40 | 24,037.33 | 135.12 | 0.57% |
| Dow JONES (US) | 45,544.88 | 92.02 | -0.20% |
| FTSE 100 | 9,196.34 | 9.00 | 0.10% |
| HKSE | 25,617.42 | 539.80 | 2.15% |
| NASDAQ | 21,455.55 | 249.61 | -1.15% |
| Nikkei 225 | 42,188.79 | 529.68 | -1.24% |
| NZX 50 Index | 13,070.45 | 139.72 | 1.08% |
| S&P 500 | 6,460.26 | 41.60 | -0.64% |
| S&P/ASX 200 | 8,927.70 | 21.10 | -0.24% |
| SSE Composite Index | 3,875.53 | 17.60 | 0.46% |