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: 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,061.20 | 20.50 | -0.23% |
| CAC 40 | 7,853.59 | 1.02 | -0.01% |
| DAX 40 | 23,639.41 | 35.12 | -0.15% |
| Dow JONES (US) | 46,287.23 | 144.81 | 0.31% |
| FTSE 100 | 9,216.67 | 11.44 | -0.12% |
| HKSE | 26,545.10 | 0.25 | 0.00% |
| NASDAQ | 22,571.17 | 100.45 | 0.45% |
| Nikkei 225 | 45,045.81 | 257.62 | -0.57% |
| NZX 50 Index | 13,231.66 | 111.63 | 0.85% |
| S&P 500 | 6,652.43 | 20.47 | 0.31% |
| S&P/ASX 200 | 8,773.50 | 18.70 | -0.21% |
| SSE Composite Index | 3,820.09 | 11.57 | -0.30% |