Profeta Global Investments Founders

PFT0164AU

Profeta Global Investments Founders PFT0164AU Strategy

The Fund will focus on investing in listed global securities. Investments may include debt securities, managed investment schemes, derivative, ETFs. • Listed securities may represent 50-100% of the Net Asset Value of the Fund. • Cash may represent 0-50% of the Net Asset Value of the Fund. It will typically be below 30%. • Unlisted securities may comprise up to 10% of the Net Asset Value of the Fund. • Short positions limited to 30% of the Net Asset Value of the Fund.
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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
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

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