Federation Alternative Investments Ret
ETL6849AU
Federation Alternative Investments Ret ETL6849AU Strategy
The Investment Manager seeks to acquire investments which support FAI’s total return objective of 15 per cent. per annum (after taking into account fees and costs of FAI, but before taxation), annualised over the life of FAI. This is a target only and may not be achieved: Actual returns achieved will be influenced by a range of factors including the valuation and performance of FAI’s underlying investments.
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 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).
funds
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds
Listed Investment Companies monthly performance: June 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).
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,287.90 | 92.70 | 1.13% |
| CAC 40 | 7,396.83 | 10.72 | -0.14% |
| DAX 40 | 18,330.27 | 64.35 | 0.35% |
| Dow JONES (US) | 40,861.71 | 124.75 | 0.31% |
| FTSE 100 | 8,193.94 | 12.04 | -0.15% |
| HKSE | 17,305.16 | 196.45 | 1.15% |
| NASDAQ | 17,395.53 | 369.65 | 2.17% |
| Nikkei 225 | 36,872.99 | 1,253.22 | 3.52% |
| NZX 50 Index | 12,820.28 | 187.93 | 1.49% |
| S&P 500 | 5,554.13 | 58.61 | 1.07% |
| S&P/ASX 200 | 8,070.60 | 82.70 | 1.04% |
| SSE Composite Index | 2,724.75 | 2.95 | 0.11% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 2.85 | 0.18 | 6.55% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 0.00% |
| Bowen Coking Coal Ltd BCB | 0.01 | 0.00 | 38.89% |
| Latin Resources Ltd LRS | 0.20 | 0.02 | 8.33% |
| Core Lithium Ltd CXO | 0.10 | 0.00 | -2.00% |
| Liontown Resources Ltd LTR | 0.71 | 0.02 | 2.17% |
| National Storage REIT NSR | 2.42 | 0.04 | -1.43% |
| Zip Co Ltd ZIP | 2.27 | 0.16 | 7.35% |
| Imugene Ltd IMU | 0.05 | 0.00 | -2.83% |
| Peninsula Energy Ltd PEN | 0.08 | 0.01 | 8.33% |