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
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KiwiSaver Survey | December Quarter 2025
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Listed Investment Companies monthly performance: December 2025
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,138.80 | 66.60 | -0.72% |
| CAC 40 | 8,307.86 | 32.70 | -0.39% |
| DAX 40 | 24,899.89 | 47.20 | 0.19% |
| Dow JONES (US) | 49,451.98 | 669.42 | -1.34% |
| FTSE 100 | 10,395.37 | 7.07 | -0.07% |
| HKSE | 26,567.12 | 465.42 | -1.72% |
| NASDAQ | 22,597.15 | 469.32 | -2.03% |
| Nikkei 225 | 56,941.97 | 697.87 | -1.21% |
| NZX 50 Index | 13,198.18 | 333.30 | -2.46% |
| S&P 500 | 6,832.76 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,917.60 | 55.30 | -0.62% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |