FC W Pen-Talaria TTR Global Equity
FSF7909AU
FC W Pen-Talaria TTR Global Equity FSF7909AU Strategy
Talaria's lower risk approach seeks to compound wealth and reduce volatility via a combination of capital appreciation and an above average level of income. Talaria generally invests in 25 - 40 global companies trading at discounts to its assessment of their intrinsic value. The conservative use of options to enter and exit positions generates consistent income and lowers portfolio volatility. This option does not hedge currency risk.
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
Chart of the Week: Active or Passive? The results may surprise you
Why manager selection still matters.
funds
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.
funds
The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,969.20 | 82.60 | 0.93% |
| CAC 40 | 7,964.51 | 71.36 | -0.89% |
| DAX 40 | 25,199.19 | 200.02 | -0.79% |
| Dow JONES (US) | 50,906.05 | 443.87 | -0.86% |
| FTSE 100 | 10,606.00 | 30.71 | -0.29% |
| HKSE | 24,613.27 | 89.70 | 0.37% |
| NASDAQ | 26,861.06 | 63.52 | 0.24% |
| Nikkei 225 | 66,753.72 | 1,272.45 | 1.94% |
| NZX 50 Index | 13,788.97 | 45.42 | -0.33% |
| S&P 500 | 7,651.54 | 19.30 | -0.25% |
| S&P/ASX 200 | 8,789.30 | 80.00 | 0.92% |
| SSE Composite Index | 3,842.19 | 11.74 | 0.31% |