Yarra Australian Smaller Companies
JBW4991AU
Yarra Australian Smaller Companies JBW4991AU Strategy
Yarra’s philosophy is based on the belief that markets are competitive but not perfectly efficient. Yarra believes that mispricing opportunities arise when the market’s valuation (as depicted in the share price) doesn’t reflect our views on a company’s true value. Yarra has a large investment team, which helps ensure detailed analysis across the investment universe.
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
Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,109.40 | 52.50 | 0.58% |
| CAC 40 | 8,055.51 | 105.33 | 1.32% |
| DAX 40 | 23,959.99 | 390.03 | 1.65% |
| Dow JONES (US) | 47,353.85 | 366.75 | 0.78% |
| FTSE 100 | 9,787.15 | 104.58 | 1.08% |
| HKSE | 26,649.06 | 407.23 | 1.55% |
| NASDAQ | 23,524.25 | 519.71 | 2.26% |
| Nikkei 225 | 50,911.76 | 635.39 | 1.26% |
| NZX 50 Index | 13,617.48 | 18.27 | 0.13% |
| S&P 500 | 6,829.74 | 100.94 | 1.50% |
| S&P/ASX 200 | 8,835.90 | 44.10 | 0.50% |
| SSE Composite Index | 4,018.60 | 21.04 | 0.53% |