Maven Smaller Companies
FHT3495AU
Maven Smaller Companies FHT3495AU Strategy
The Fund will focus on Australian and New Zealand listed securities but can hold up to 10% in unlisted securities (measured at time of purchase). The investment universe (outside the S&P/ASX 50) is likely to offer the most opportunities. However, the Fund may continue to hold a security as it enters the S&P/ASX 50 if it exhibits other attributes as outlined in the investment process. The cash component can be from 0-90% but is expected to typically be 5-30% of the portfolio.
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
Debunking myths in private credit
Looking beyond the marketing claims of private credit products.
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 | 8,721.40 | 31.90 | -0.36% |
| CAC 40 | 7,938.27 | 29.66 | -0.37% |
| DAX 40 | 23,132.90 | 47.63 | -0.21% |
| Dow JONES (US) | 46,091.74 | 498.50 | -1.07% |
| FTSE 100 | 9,539.56 | 12.74 | -0.13% |
| HKSE | 25,830.65 | 99.38 | -0.38% |
| NASDAQ | 22,432.85 | 275.23 | -1.21% |
| Nikkei 225 | 48,537.70 | 165.28 | -0.34% |
| NZX 50 Index | 13,326.90 | 15.92 | -0.12% |
| S&P 500 | 6,617.32 | 55.09 | -0.83% |
| S&P/ASX 200 | 8,447.90 | 35.60 | -0.42% |
| SSE Composite Index | 3,946.74 | 6.93 | 0.18% |