Totus Alpha Fund - Platform Class

TOT7316AU

Totus Alpha Fund - Platform Class TOT7316AU Strategy

The Fund is a long/short investment fund principally investing in listed equities and index futures in Australia and internationally. The Fund also uses short sales and derivatives with the objective of generating absolute returns and to hedge the exposure of the portfolio. The Fund may also invest in commodities, options, futures, bonds and various debt instruments. The Fund is not a market neutral fund and accordingly may switch between net long positions and net short positions.
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