Polaris Global Equity Fund

MAQ0838AU

Polaris Global Equity Fund MAQ0838AU Strategy

The Fund provides exposure to a diversified portfolio of global equities which may include emerging markets and small-capitalisation companies by investing in the Polaris Global Equity Fund (Underlying Fund). The Underlying Fund is actively managed using a, fundamental, research driven approach to build a diversified portfolio of companies that Polaris believes: • demonstrate strong, sustainable, cash flow generation, and • are priced at a meaningful discount to their intrinsic value.
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

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

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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,120.9034.100.38%
CAC 407,896.9371.690.92%
DAX 4023,748.8650.710.21%
Dow JONES (US)45,829.384.84-0.01%
FTSE 1009,277.036.26-0.07%
HKSE26,446.5658.400.22%
NASDAQ22,313.59172.490.78%
Nikkei 22544,768.12395.620.89%
NZX 50 Index13,208.3119.59-0.15%
S&P 5006,608.6724.380.37%
S&P/ASX 2008,853.0031.600.36%
SSE Composite Index3,860.5010.09-0.26%

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