Realm Short Term Income Ordinary
OMF3725AU
Realm Short Term Income Ordinary OMF3725AU Strategy
The Fund will primarily be invested within investment grade debt assets, however a portion of the Fund will be invested within sectors that do tend to experience higher volatility. On balance, the Investment Manager believes the Fund will expose the investor to a low level of risk. This could be summarised as being below the risk and volatility of equities, but similar that of high grade corporate debt.
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: December 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 quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,189.90 | 15.70 | 0.17% |
| CAC 40 | 8,137.00 | 11.89 | -0.15% |
| DAX 40 | 24,862.82 | 6.35 | 0.03% |
| Dow JONES (US) | 49,384.01 | 306.78 | 0.63% |
| FTSE 100 | 10,166.99 | 16.94 | 0.17% |
| HKSE | 26,749.51 | 119.55 | 0.45% |
| NASDAQ | 23,436.02 | 211.20 | 0.91% |
| Nikkei 225 | 53,846.87 | 157.98 | 0.29% |
| NZX 50 Index | 13,448.24 | 108.63 | -0.80% |
| S&P 500 | 6,913.35 | 37.73 | 0.55% |
| S&P/ASX 200 | 8,860.10 | 15.00 | 0.17% |
| SSE Composite Index | 4,136.16 | 13.59 | 0.33% |