Cooper Investors Australian Equities W

CIP0005AU

Cooper Investors Australian Equities W CIP0005AU Strategy

The Manager will use CI's VoF research framework to assess individual companies and industries and to construct a portfolio that aims to achieve the risk and return objectives. This means that we seek to invest in quality companies with a strong value proposition. The Fund will generally be fully invested and the level of exposure to specific companies, industries and markets will be selected by CI's small, focused, experienced team using our VoF investment process.
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: July 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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,234.3055.70-0.60%
CAC 407,969.6931.400.40%
DAX 4024,363.0969.750.29%
Dow JONES (US)45,631.74846.241.89%
FTSE 1009,321.4012.200.13%
HKSE25,339.14234.530.93%
NASDAQ21,496.54396.221.88%
Nikkei 22542,633.2923.120.05%
NZX 50 Index13,042.76151.31-1.15%
S&P 5006,466.9196.741.52%
S&P/ASX 2008,967.4057.00-0.63%
SSE Composite Index3,825.7654.661.45%

Market Movers