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: May 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

Private credit and its role for investors

A spotlight on the evolving asset class.
funds

10 US stocks the best fund managers have been selling in 2025

Top investors have taken profits in these names.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,815.305.00-0.06%
CAC 407,793.6435.65-0.46%
DAX 4024,059.83195.48-0.81%
Dow JONES (US)44,434.7363.220.14%
FTSE 1008,981.6240.500.45%
HKSE24,203.3263.750.26%
NASDAQ20,544.9040.62-0.20%
Nikkei 22539,459.62110.06-0.28%
NZX 50 Index12,678.697.99-0.06%
S&P 5006,251.738.02-0.13%
S&P/ASX 2008,570.409.70-0.11%
SSE Composite Index3,519.659.470.27%

Market Movers