CVW WF-Schroder Equity Opps Pen
CVW0027AU
CVW WF-Schroder Equity Opps Pen CVW0027AU Strategy
"The analytical approach seeks to value every business based on its sustainable revenues, margins and return on capital. The strategy utilizes valuations produced using a disciplined and rigorous analytical approach in seeking to deliver a well-diversified exposure across the full market capitalisation spectrum of stocks listed in Australia/New Zealand with a significantly more attractive expected return profile than that of the broader market."
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: June 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
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds
Listed Investment Companies monthly performance: May 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).
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,153.40 | 59.10 | 0.73% |
| CAC 40 | 7,517.68 | 90.66 | 1.22% |
| DAX 40 | 18,417.55 | 118.83 | 0.65% |
| Dow JONES (US) | 40,589.34 | 654.27 | 1.64% |
| FTSE 100 | 8,285.71 | 99.36 | 1.21% |
| HKSE | 17,021.31 | 16.34 | 0.10% |
| NASDAQ | 17,357.88 | 176.16 | 1.03% |
| Nikkei 225 | 37,667.41 | 202.10 | -0.53% |
| NZX 50 Index | 12,349.47 | 46.80 | -0.38% |
| S&P 500 | 5,459.10 | 59.88 | 1.11% |
| S&P/ASX 200 | 7,921.30 | 60.10 | 0.76% |
| SSE Composite Index | 2,890.90 | 4.16 | 0.14% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Bellevue Gold Ltd BGL | 1.44 | 0.40 | -21.58% |
| Argosy Minerals Ltd AGY | 0.05 | 0.01 | 41.18% |
| Red 5 Ltd RED | 0.38 | 0.02 | -5.06% |
| Pilbara Minerals Ltd PLS | 2.98 | 0.11 | 3.83% |
| Droneshield Ltd DRO | 1.40 | 0.09 | -6.04% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 0.00% |
| Core Lithium Ltd CXO | 0.10 | 0.01 | 6.59% |
| Zip Co Ltd ZIP | 1.78 | 0.04 | -1.93% |
| South32 Ltd S32 | 2.98 | 0.07 | 2.41% |
| Telstra Group Ltd TLS | 3.85 | 0.01 | 0.26% |