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
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.
funds
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.
funds
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,443.70 | 35.30 | -0.42% |
| CAC 40 | 7,477.55 | 98.47 | -1.30% |
| DAX 40 | 18,929.80 | 174.30 | -0.91% |
| Dow JONES (US) | 41,954.24 | 398.51 | -0.94% |
| FTSE 100 | 8,213.83 | 89.79 | -1.08% |
| HKSE | 21,191.62 | 1,908.16 | -8.26% |
| NASDAQ | 17,923.90 | 213.95 | -1.18% |
| Nikkei 225 | 38,937.54 | 395.20 | -1.00% |
| NZX 50 Index | 12,555.99 | 40.88 | -0.32% |
| S&P 500 | 5,695.94 | 55.13 | -0.96% |
| S&P/ASX 200 | 8,176.90 | 28.50 | -0.35% |
| SSE Composite Index | 3,489.78 | 153.28 | 4.59% |