Warakirri Concentrated Australian Eqs

WRA3342AU

Warakirri Concentrated Australian Eqs WRA3342AU Strategy

The Fund invests in a concentrated portfolio of around 15 to 30 Australian companies. The overall philosophy of the Fund’s underlying investment manager Northcape, is to invest in high quality companies at relatively attractive valuations. The Fund seeks to invests in quality, resilient businesses with clear opportunities for growth. Northcape look for businesses with a clear ‘reason to exist’, which is usually reflected in a high and sustained return on capital employed.
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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 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).
funds

Listed Investment Companies monthly performance: May 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

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