AIMS Commercial Mortgage Retail

NAB0020AU

AIMS Commercial Mortgage Retail NAB0020AU Strategy

The fund seeks to invest primarily in a diversified portfolio of loans secured by first registered Mortgages with some exposure to fixed interest and floating rate securities; interests in managed investment schemes in the form of mortgage backed securities; bills of exchange and negotiable instruments with a maturity of less than 185 days and deposits with banks and other financial institutions
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: February 2026

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

Chart of the Week: The role of semiliquid funds in your portfolio

Understanding their purpose, requirements and application for investors.
funds

Why this US fund manager says AI threatens to destroy company moats

Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,552.6077.000.91%
CAC 407,532.92132.70-1.73%
DAX 4021,916.38463.81-2.07%
Dow JONES (US)45,577.47443.96-0.96%
FTSE 1009,733.12185.21-1.87%
HKSE24,382.47894.85-3.54%
NASDAQ21,647.61443.08-2.01%
Nikkei 22551,515.493,723.91-6.74%
NZX 50 Index12,899.7290.27-0.69%
S&P 5006,506.48100.01-1.51%
S&P/ASX 2008,365.9082.400.99%
SSE Composite Index3,813.28143.77-3.63%

Market Movers