Terra Capital Natural Resource Lead Ser

TER0001AU

Terra Capital Natural Resource Lead Ser TER0001AU Strategy

Inefficient markets lead to mispricing of securities from their intrinsic value, and this creates the investment opportunities we seek to uncover. This can be enhanced in small and mid-cap equities where the sector is often under-researched and sentiment will often drive periods of undervaluation and over-valuation.Following this we believe that in the absence of structural change security prices will revert to their intrinsic value through the course of an investment cycle. We employ a fundamental approach to our analysis with a growth bias.
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 | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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).
funds

Listed Investment Companies monthly performance: May 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 Ordinaries9,212.1063.000.69%
CAC 407,923.4553.110.67%
DAX 4024,359.3018.20-0.07%
Dow JONES (US)44,946.1234.860.08%
FTSE 1009,138.9038.34-0.42%
HKSE25,270.07249.25-0.98%
NASDAQ21,622.9887.69-0.40%
Nikkei 22543,378.31729.051.71%
NZX 50 Index12,889.3855.300.43%
S&P 5006,449.8018.74-0.29%
S&P/ASX 2008,938.6064.800.73%
SSE Composite Index3,696.7730.330.83%

Market Movers