Alvia Family Office
DDH2895AU
Alvia Family Office DDH2895AU Strategy
The Fund provides investors with access to a concentrated portfolio of the Manager’s highest conviction ideas, utilising quantitative screening, detailed analysis, scoring, target weighting and portfolio rebalancing.
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: December 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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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 | 9,149.30 | 6.90 | -0.08% |
| CAC 40 | 8,174.90 | 6.27 | -0.08% |
| DAX 40 | 24,855.89 | 58.37 | 0.24% |
| Dow JONES (US) | 49,407.66 | 515.19 | 1.05% |
| FTSE 100 | 10,295.31 | 46.25 | -0.45% |
| HKSE | 26,834.77 | 59.20 | 0.22% |
| NASDAQ | 23,592.11 | 130.29 | 0.56% |
| Nikkei 225 | 54,720.66 | 2,065.48 | 3.92% |
| NZX 50 Index | 13,421.52 | 9.08 | 0.07% |
| S&P 500 | 6,976.44 | 37.41 | 0.54% |
| S&P/ASX 200 | 8,857.10 | 9.20 | -0.10% |
| SSE Composite Index | 4,067.74 | 51.99 | 1.29% |