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Aware Property Sup 44052 Strategy

Invests in a combination of global listed property securities and unlisted property investments. The trustee’s target split was 65% listed property securities and 35% unlisted property investments. Note that the listed portion of the option may be implemented via investments in listed Real Estate Investment Trusts (REITs) or through the use of derivatives. In addition, international investments will generally be fully hedged, meaning they are protected against the impact of currency fluctuations on investment returns.
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: January 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

Index funds have officially won

Now what?
funds

KiwiSaver Survey | December Quarter 2023

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 104 billion, up around NZD 8 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,851.50 8.50 -0.11%
CAC 40 7,812.09 16.87 0.22%
DAX 40 17,118.12 49.69 0.29%
Dow JONES (US) 38,612.24 48.44 0.13%
FTSE 100 7,662.51 56.70 -0.73%
HKSE 16,503.10 255.59 1.57%
NASDAQ 15,580.87 49.91 -0.32%
Nikkei 225 38,262.16 101.45 -0.26%
NZX 50 Index 11,705.80 115.33 1.00%
S&P 500 4,981.80 6.29 0.13%
S&P/ASX 200 7,596.80 11.60 -0.15%
SSE Composite Index 2,950.96 28.23 0.97%

Market Movers

Name
Last price
Change
% Change
88 Energy Ltd 88E 0.01 0.00 20.00%
Sayona Mining Ltd SYA 0.05 0.01 -21.09%
BrainChip Holdings Ltd BRN 0.37 0.03 8.82%
Tabcorp Holdings Ltd TAH 0.64 0.09 -12.41%
Strike Energy Ltd STX 0.25 0.01 2.08%
Beach Energy Ltd BPT 1.75 0.01 -0.43%
Pilbara Minerals Ltd PLS 3.66 0.00 0.00%
Origin Energy Ltd ORG 8.94 0.08 0.85%
CSR Ltd CSR 8.30 0.35 4.40%
Paladin Energy Ltd PDN 1.18 0.01 -1.05%