Morningstar Investor users sign in here.

Fortlake Real-Income TAL0590AU Strategy

The strategy is quantitative led and seeks to generate real returns in the more liquid parts of the fixed income market using specialised techniques only available to institutional grade fixed income managers. The investment manager seeks to target areas of the fixed income market that have a lower probability of default (POD). The investment manager only invests in areas where it deems it has a competitive advantage to other fixed income managers.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,943.60 31.20 -0.39%
CAC 40 7,569.52 66.25 0.88%
DAX 40 18,073.74 71.72 0.40%
Dow JONES (US) 38,612.04 22.88 0.06%
FTSE 100 8,143.28 3.58 -0.04%
HKSE 17,936.12 5.66 -0.03%
NASDAQ 17,715.60 26.72 0.15%
Nikkei 225 38,102.44 712.12 -1.83%
NZX 50 Index 11,698.51 166.38 -1.40%
S&P 500 5,440.86 9.26 0.17%
S&P/ASX 200 7,700.30 24.00 -0.31%
SSE Composite Index 3,015.89 16.74 -0.55%

Market Movers

Name
Last price
Change
% Change
Peninsula Energy Ltd PEN 0.11 0.00 0.00%
Pilbara Minerals Ltd PLS 3.14 0.10 -3.09%
Red 5 Ltd RED 0.46 0.01 2.25%
Core Lithium Ltd CXO 0.09 0.01 -5.43%
Sayona Mining Ltd SYA 0.04 0.00 -2.78%
Bellevue Gold Ltd BGL 1.88 0.02 0.80%
Telstra Group Ltd TLS 3.55 0.05 1.43%
South32 Ltd S32 3.62 0.04 -1.09%
Tabcorp Holdings Ltd TAH 0.66 0.01 0.76%
Imugene Ltd IMU 0.06 0.00 0.00%