Quest X20 Australian Equities
ETL7425AU
Quest X20 Australian Equities ETL7425AU Strategy
This is an actively managed portfolio of Australian shares aiming to deliver capital growth and some income over the medium to longer term. The Fund comprises between 20 and 40 securities with an objective to outperform the S&P/ASX 300 index excluding the 20 largest companies. The Fund will target companies that are likely to deliver good returns on capital and will have significant exposure to mid and small-capitalised stocks.
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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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 2026
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 | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,251.50 | 83.10 | -0.89% |
| CAC 40 | 8,516.77 | 1.28 | 0.02% |
| DAX 40 | 25,147.18 | 113.51 | -0.45% |
| Dow JONES (US) | 49,588.98 | 193.82 | 0.39% |
| FTSE 100 | 10,699.71 | 12.82 | 0.12% |
| HKSE | 27,081.91 | 668.56 | 2.53% |
| NASDAQ | 22,886.07 | 203.34 | 0.90% |
| Nikkei 225 | 56,825.70 | 642.13 | -1.12% |
| NZX 50 Index | 13,420.43 | 111.91 | 0.84% |
| S&P 500 | 6,905.36 | 4.15 | -0.06% |
| S&P/ASX 200 | 9,026.00 | 84.10 | -0.92% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |