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Ethical Partners Australian Share

EPF9951AU

Ethical Partners Australian Share EPF9951AU Strategy

TEthical Partners Funds Management is a bottom up stock picker and their focus is on individual company positions. Risk in the portfolio is controlled directly through individual company research and in particular through our proprietary Ethical Partners Operational Risk Assessment (EPORA). Only shares of companies listed on the ASX that pass their strict assessment of a company’s balance sheet, operating cash flow and company management assessment in addition to the EPORA will be selected and owned.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,002.50 39.40 0.49%
CAC 40 7,708.02 156.68 -1.99%
DAX 40 18,265.68 365.18 -1.96%
Dow JONES (US) 38,647.10 65.11 -0.17%
FTSE 100 8,163.67 51.81 -0.63%
HKSE 18,112.63 174.79 0.97%
NASDAQ 17,667.56 59.13 0.34%
Nikkei 225 38,720.47 156.24 -0.40%
NZX 50 Index 11,872.64 130.76 1.11%
S&P 500 5,433.74 12.71 0.23%
S&P/ASX 200 7,749.70 34.20 0.44%
SSE Composite Index 3,028.92 8.55 -0.28%

Market Movers

Name
Last price
Change
% Change
Sigma Healthcare Ltd SIG 1.16 0.05 -3.73%
Peninsula Energy Ltd PEN 0.10 0.00 4.17%
South32 Ltd S32 3.64 0.00 0.00%
Pilbara Minerals Ltd PLS 3.32 0.09 -2.64%
Telstra Group Ltd TLS 3.53 0.01 0.28%
Core Lithium Ltd CXO 0.09 0.00 -1.05%
Red 5 Ltd RED 0.44 0.01 1.15%
Mirvac Group MGR 1.93 0.03 1.58%
TerraCom Ltd TER 0.22 0.01 -2.27%
Imugene Ltd IMU 0.06 0.00 1.75%