Smarter Money Long-Short Credit

SLT2562AU

Smarter Money Long-Short Credit SLT2562AU Strategy

This is an absolute return fixed-income strategy focused on exploiting long and short mispricings in credit markets. The Fund invests primarily in debt securities, hybrids and derivatives. The Fund employs an “active” fixed-income investment strategy, seeking to take ‘long’ and/or ‘short’ positions in relation to debt and hybrid securities which are considered mispriced. The goal is to generate ‘alpha’, or risk-adjusted excess returns, through identifying and exploiting mispricings in the underlying assets and/or derivatives related to them.
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 Ordinaries9,241.100.50-0.01%
CAC 407,762.6018.670.24%
DAX 4024,039.926.29-0.03%
Dow JONES (US)45,573.147.910.02%
FTSE 1009,216.8238.68-0.42%
HKSE24,998.82202.94-0.81%
NASDAQ21,700.56110.420.51%
Nikkei 22542,828.79308.520.73%
NZX 50 Index12,903.0841.240.32%
S&P 5006,495.7614.360.22%
S&P/ASX 2008,980.009.500.11%
SSE Composite Index3,843.6043.251.14%

Market Movers