Haven Wealth Partners Etcl Abs Ret Retl
ETL4310AU
Haven Wealth Partners Etcl Abs Ret Retl ETL4310AU Strategy
The Fund invests in Australian and International markets, covering equities, listed property, and cash instruments. The Fund’s investment strategy is comprised of multiple layers. Firstly defining the assets classes the Fund prefer to hold within the portfolio. Secondly, the Investment Manager applies stringent research to these assets. During this process the Fund applies positive and negative ESG screens, compliance assessments and assesses each investment using a value approach.
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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New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
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The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever
Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,875.80 | 26.50 | 0.30% |
| CAC 40 | 8,090.28 | 27.50 | -0.34% |
| DAX 40 | 25,402.28 | 38.53 | -0.15% |
| Dow JONES (US) | 52,093.11 | 328.09 | -0.63% |
| FTSE 100 | 10,658.13 | 39.44 | -0.37% |
| HKSE | 24,697.35 | 30.11 | 0.12% |
| NASDAQ | 25,981.57 | 204.84 | -0.78% |
| Nikkei 225 | 63,796.19 | 312.09 | 0.49% |
| NZX 50 Index | 13,610.45 | 126.23 | 0.94% |
| S&P 500 | 7,585.73 | 34.25 | -0.45% |
| S&P/ASX 200 | 8,697.60 | 25.10 | 0.29% |
| SSE Composite Index | 3,886.48 | 22.20 | 0.57% |