Morningstar Glb Prpty Secs (Hdg) Fd-Cl B
INT0078AU
Morningstar Glb Prpty Secs (Hdg) Fd-Cl B INT0078AU Strategy
The Fund invests predominantly in listed Real Estate Investment Trusts (REITs) across global markets with the aim of producing better or similar risk-adjusted returns to the benchmark. A focus of the Fund is REITs that generate rental income from commercial property. In order to achieve the investment objective, Morningstar constructs a well-diversified portfolio of globally listed REITs that exhibit desirable fundamental quality and/or value characteristics, supplemented by a passive currency overlay.
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 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
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
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).
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 | 8,323.50 | 30.40 | 0.37% |
| CAC 40 | 7,465.25 | 30.18 | 0.41% |
| DAX 40 | 18,699.40 | 181.01 | 0.98% |
| Dow JONES (US) | 41,368.42 | 271.65 | 0.66% |
| FTSE 100 | 8,273.09 | 32.12 | 0.39% |
| HKSE | 17,369.09 | 128.70 | 0.75% |
| NASDAQ | 17,664.29 | 94.61 | 0.54% |
| Nikkei 225 | 36,581.76 | 251.51 | -0.68% |
| NZX 50 Index | 12,832.55 | 12.27 | 0.10% |
| S&P 500 | 5,620.13 | 24.37 | 0.44% |
| S&P/ASX 200 | 8,099.90 | 24.20 | 0.30% |
| SSE Composite Index | 2,704.09 | 13.03 | -0.48% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Red 5 Ltd RED | 0.33 | 0.03 | 8.20% |
| Latin Resources Ltd LRS | 0.20 | 0.01 | 2.56% |
| Pilbara Minerals Ltd PLS | 2.90 | 0.02 | 0.69% |
| Bowen Coking Coal Ltd BCB | 0.01 | 0.00 | 0.00% |
| Telstra Group Ltd TLS | 3.96 | 0.00 | 0.00% |
| Appen Ltd APX | 1.55 | 0.05 | 3.33% |
| Imugene Ltd IMU | 0.05 | 0.00 | 0.00% |
| South32 Ltd S32 | 3.19 | 0.11 | 3.57% |
| Fortescue Ltd FMG | 17.50 | 0.84 | 5.04% |
| Resolute Mining Ltd RSG | 0.74 | 0.04 | 5.76% |