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
Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
funds
Listed Investment Companies monthly performance: September 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 | 9,109.80 | 52.90 | 0.58% |
| CAC 40 | 7,950.18 | 14.59 | -0.18% |
| DAX 40 | 23,569.96 | 164.06 | -0.69% |
| Dow JONES (US) | 46,987.10 | 74.80 | 0.16% |
| FTSE 100 | 9,682.57 | 53.21 | -0.55% |
| HKSE | 26,408.68 | 166.85 | 0.64% |
| NASDAQ | 23,004.54 | 49.46 | -0.21% |
| Nikkei 225 | 50,766.89 | 490.52 | 0.98% |
| NZX 50 Index | 13,605.33 | 6.12 | 0.05% |
| S&P 500 | 6,728.80 | 8.48 | 0.13% |
| S&P/ASX 200 | 8,835.80 | 44.00 | 0.50% |
| SSE Composite Index | 3,998.48 | 0.92 | 0.02% |