CI Brunswick
CIP0002AU
CI Brunswick CIP0002AU Strategy
The Fund invests in listed securities with a minimum exposure of 75% to Australian and NZ securities and a
maximum exposure of 25% to other international markets. The portfolio will typically consist of 20-40 stocks. The Fund can hold up to 25% of
the portfolio in cash. Our strategy is to identify stocks with VoF attributes. The portfolio can be divided into 6 broad categories: stalwarts, bond
like equities, asset plays, niche growth companies, growth cyclicals and turnarounds.
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: 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 | 9,260.70 | 28.10 | 0.30% |
| CAC 40 | 7,973.03 | 6.05 | -0.08% |
| DAX 40 | 24,276.97 | 146.10 | -0.60% |
| Dow JONES (US) | 44,938.31 | 16.04 | 0.04% |
| FTSE 100 | 9,288.14 | 98.92 | 1.08% |
| HKSE | 25,140.96 | 24.98 | -0.10% |
| NASDAQ | 21,172.86 | 142.09 | -0.67% |
| Nikkei 225 | 42,625.21 | 263.34 | -0.61% |
| NZX 50 Index | 13,219.12 | 147.82 | 1.13% |
| S&P 500 | 6,395.78 | 15.59 | -0.24% |
| S&P/ASX 200 | 8,995.50 | 21.80 | 0.24% |
| SSE Composite Index | 3,779.52 | 13.31 | 0.35% |