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Investors Mutual Private Portfolio

IML2681AU

Investors Mutual Private Portfolio IML2681AU Strategy

The Fund aims to generate consistent positive returns with low correlation to equity market directions, and aims to diversify its investments across its three core strategies: 1. Relative value: investing in reasonably valued assets with attractive characteristics and at times short-selling overvalued and/or structurally challenged assets. 2. Events: targeting corporate event catalysts such as takeovers, M&A, buybacks, capital issues and restructures. 3. Income.
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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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).
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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 8,006.70 3.80 -0.05%
CAC 40 7,570.20 58.60 -0.77%
DAX 40 18,067.91 64.06 -0.35%
Dow JONES (US) 38,834.86 56.76 0.15%
FTSE 100 8,205.11 13.82 0.17%
HKSE 18,420.37 10.02 -0.05%
NASDAQ 17,862.23 5.21 0.03%
Nikkei 225 38,306.57 264.19 -0.68%
NZX 50 Index 11,730.17 58.98 0.51%
S&P 500 5,487.03 13.80 0.25%
S&P/ASX 200 7,764.70 5.00 -0.06%
SSE Composite Index 3,011.46 6.59 -0.22%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.42 0.03 -5.62%
Telstra Group Ltd TLS 3.61 0.01 0.28%
Pilbara Minerals Ltd PLS 3.21 0.01 -0.31%
PYC Therapeutics Ltd PYC 0.13 0.02 13.04%
Imugene Ltd IMU 0.06 0.00 5.36%
Resolute Mining Ltd RSG 0.52 0.02 4.00%
Mirvac Group MGR 1.94 0.01 0.65%
Beach Energy Ltd BPT 1.45 0.02 -1.19%
Liontown Resources Ltd LTR 1.01 0.01 0.75%
Evolution Mining Ltd EVN 3.56 0.07 -1.93%