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BWA Diversified BWA Core Satellite Gr

DAM2300AU

BWA Diversified BWA Core Satellite Gr DAM2300AU 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 investing in a core of passive investments with a satellite allocation to fund managers with a bias to active managers.
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: July 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).
funds

KiwiSaver Survey | June Quarter 2024

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,263.60 27.70 -0.33%
CAC 40 7,640.95 63.28 0.84%
DAX 40 18,912.57 130.28 0.69%
Dow JONES (US) 41,335.05 243.63 0.59%
FTSE 100 8,379.64 35.79 0.43%
HKSE 17,786.32 93.87 0.53%
NASDAQ 17,516.43 39.60 -0.23%
Nikkei 225 38,362.53 9.23 -0.02%
NZX 50 Index 12,353.61 116.99 -0.94%
S&P 500 5,591.96 0.22 -0.00%
S&P/ASX 200 8,045.10 26.30 -0.33%
SSE Composite Index 2,823.11 14.32 -0.50%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.32 0.05 -12.33%
Latin Resources Ltd LRS 0.21 0.00 0.00%
Imugene Ltd IMU 0.06 0.01 9.26%
Zip Co Ltd ZIP 2.28 0.10 -4.20%
Telstra Group Ltd TLS 3.91 0.01 0.26%
Energy Resources of Australia Ltd ERA 0.01 0.00 -14.29%
Vicinity Centres VCX 2.20 0.03 1.38%
Aurizon Holdings Ltd AZJ 3.38 0.06 1.81%
Tabcorp Holdings Ltd TAH 0.46 0.03 -5.21%
Liontown Resources Ltd LTR 0.73 0.05 -5.84%