WaveStone Australian Share I

HOW6060AU

WaveStone Australian Share I HOW6060AU Strategy

The Fund invests primarily in securities listed on Australian exchanges but may also have up to 10% exposure to international securities listed in exchanges in developed markets. Securities include equity securities, hybrid securities (for example, convertible preference shares) and shares in unlisted companies provided that they are expected to list within 12 months. The Fund may invest in up to 70 companies, will usually have some cash investments and may use options, futures and other derivatives.
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

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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.
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Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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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 Ordinaries9,155.8034.000.37%
CAC 408,259.6013.810.17%
DAX 4023,803.953.04-0.01%
Dow JONES (US)47,916.57269.23-0.56%
FTSE 10010,600.532.95-0.03%
HKSE25,893.54141.140.55%
NASDAQ22,902.8980.480.35%
Nikkei 22556,924.111,028.791.84%
NZX 50 Index13,181.4492.37-0.70%
S&P 5006,816.897.77-0.11%
S&P/ASX 2008,960.6036.200.41%
SSE Composite Index3,986.2220.050.51%

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