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
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Listed Investment Companies monthly performance: June 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
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 9,185.70 | 36.60 | 0.40% |
CAC 40 | 7,870.34 | 65.37 | 0.84% |
DAX 40 | 24,377.50 | 191.91 | 0.79% |
Dow JONES (US) | 44,911.26 | 11.01 | -0.02% |
FTSE 100 | 9,177.24 | 12.01 | 0.13% |
HKSE | 25,215.10 | 304.22 | -1.19% |
NASDAQ | 21,710.67 | 2.47 | -0.01% |
Nikkei 225 | 43,166.22 | 516.96 | 1.21% |
NZX 50 Index | 12,894.91 | 60.83 | 0.47% |
S&P 500 | 6,468.54 | 1.96 | 0.03% |
S&P/ASX 200 | 8,911.20 | 37.40 | 0.42% |
SSE Composite Index | 3,683.58 | 17.14 | 0.47% |