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BWA Diversified BWA ESG, Impact & Innovt

DAM3311AU

BWA Diversified BWA ESG, Impact & Innovt DAM3311AU Strategy

This option aims to generate both income and capital growth by investing in predominately growth asset classes including equities, infrastructure and alternatives. The long-term strategic asset allocation aims to achieve exposure to 100% growth assets. The strategy will seek to meet its investment objective by predominately investing in specialist fund managers who consider ESG, impact and/or innovation focused investing.
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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Listed Investment Companies monthly performance: June 2024

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).
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Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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Listed Investment Companies monthly performance: May 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,153.40 59.10 0.73%
CAC 40 7,517.68 90.66 1.22%
DAX 40 18,417.55 118.83 0.65%
Dow JONES (US) 40,589.34 654.27 1.64%
FTSE 100 8,285.71 99.36 1.21%
HKSE 17,021.31 16.34 0.10%
NASDAQ 17,357.88 176.16 1.03%
Nikkei 225 37,667.41 202.10 -0.53%
NZX 50 Index 12,349.47 46.80 -0.38%
S&P 500 5,459.10 59.88 1.11%
S&P/ASX 200 7,921.30 60.10 0.76%
SSE Composite Index 2,890.90 4.16 0.14%

Market Movers

Name
Last price
Change
% Change
Bellevue Gold Ltd BGL 1.44 0.40 -21.58%
Argosy Minerals Ltd AGY 0.05 0.01 41.18%
Red 5 Ltd RED 0.38 0.02 -5.06%
Pilbara Minerals Ltd PLS 2.98 0.11 3.83%
Droneshield Ltd DRO 1.40 0.09 -6.04%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Core Lithium Ltd CXO 0.10 0.01 6.59%
Zip Co Ltd ZIP 1.78 0.04 -1.93%
South32 Ltd S32 2.98 0.07 2.41%
Telstra Group Ltd TLS 3.85 0.01 0.26%