Orca Global Disruption
PIM4432AU
Orca Global Disruption PIM4432AU Strategy
The portfolio is constructed in a concentrated, benchmark unaware manner. The Investment Manager will target approximately 10 to 20 investments with the following investment parameters for the Fund: • 30% - 98% in listed international securities; • up to 20% in listed Australian equities; • 2% - 50% in cash; • at the time of acquisition, a maximum weighting of 15% for any one security; and • not more than 20% of the portfolio to comprise unlisted securities, measured at the time of the latest acquisition of unlisted securities.
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: 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).
funds
Listed Investment Companies monthly performance: August 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 | 9,329.10 | 50.90 | 0.55% |
| CAC 40 | 8,232.32 | 25.45 | 0.31% |
| DAX 40 | 24,168.60 | 17.47 | 0.07% |
| Dow JONES (US) | 46,614.31 | 23.90 | 0.05% |
| FTSE 100 | 9,574.52 | 59.52 | 0.63% |
| HKSE | 25,967.98 | 186.21 | 0.72% |
| NASDAQ | 22,857.21 | 116.81 | 0.51% |
| Nikkei 225 | 48,641.61 | 666.18 | -1.35% |
| NZX 50 Index | 13,377.10 | 70.66 | 0.53% |
| S&P 500 | 6,719.25 | 19.85 | 0.30% |
| S&P/ASX 200 | 9,032.80 | 46.60 | 0.52% |
| SSE Composite Index | 3,922.41 | 8.65 | 0.22% |