Lennox Australian Small Companies

HOW3590AU

Lennox Australian Small Companies HOW3590AU Strategy

The Fund provides exposure to a select, actively managed portfolio of small cap equities. This is achieved by investing in securities listed, or expected to be listed, on the Australian Securities Exchange (ASX) and the New Zealand Securities Exchange (NZX). The Fund may also provide exposure to equity issued by Australian or New Zealand entities on other approved exchanges. The Fund may also invest in derivatives (including options, futures and warrants), cash and unlisted companies that are expected to list within 12 months.
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

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Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
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Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
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Listed Investment Companies monthly performance: August 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).

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