Generation Walter Scott Glb Eq Hdg

ALL5980AU

Generation Walter Scott Glb Eq Hdg ALL5980AU Strategy

The Fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott’s opinion, offer strong and sustained earnings growth by investing in the Walter Scott Global Equity Fund (Underlying Fund). The Underlying Fund will not invest in ‘tobacco’ securities as defined by the Global Industry Classification Standards (GICS) or ‘controversial weapons’ securities as defined by MSCI, Inc.
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

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Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
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Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
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Listed Investment Companies monthly performance: August 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).

Morningstar Investment Ideas

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CAC 407,552.0010.640.14%
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Nikkei 22539,332.74697.121.80%
NZX 50 Index12,596.8723.07-0.18%
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S&P/ASX 2008,205.4055.400.68%
SSE Composite Index3,336.50248.978.06%

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