The Level 18 Platform Class

CAP1398AU

The Level 18 Platform Class CAP1398AU Strategy

The Fund's strategy is indifferent to the constraints of any benchmark and has an absolute return focus which may require short-selling and the use of derivative instruments and other hedging techniques to pursue optimisation of investment returns whilst attempting to preserve capital. Cash may be held for indefinite periods if there is a lack of suitable investment opportunities.
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

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.
funds

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

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