Spire USA ROC IV (AUD)

ETL8946AU

Spire USA ROC IV (AUD) ETL8946AU Strategy

The Fund will invest exclusively in the Underlying Funds and hold USD cash to meet Capital Calls and AUD cash for working capital. The Underlying Funds will invest in a portfolio of multifamily apartment communities and commercial offce buildings located throughout the United States of America, acquired progressively over each Investment Period. Each asset will undergo a predetermined value-add strategy to enhance cash flows and values, and will be sold on completion of the execution of the value-add plan.
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

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
funds

Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
funds

Listed Investment Companies monthly performance: February 2026

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 Ordinaries8,774.90124.80-1.40%
CAC 407,962.390.000.00%
DAX 4023,168.08130.81-0.56%
Dow JONES (US)46,504.6761.07-0.13%
FTSE 10010,436.2971.500.69%
HKSE25,116.53177.50-0.70%
NASDAQ21,879.1838.230.18%
Nikkei 22553,123.49660.221.26%
NZX 50 Index12,902.1576.280.59%
S&P 5006,582.697.370.11%
S&P/ASX 2008,579.50105.50-1.21%
SSE Composite Index3,919.2929.27-0.74%

Market Movers