First Sentier Concentrated Aus Shr
PIM0760AU
First Sentier Concentrated Aus Shr PIM0760AU Strategy
The Fund’s investment strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The Fund invests in a concentrated selection of high quality companies with strong balance sheets and earnings in the S&P/ASX 300 Accumulation Index. The Fund may use derivatives for efficient portfolio management as well as risk management purposes.
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: June 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
Listed Investment Companies monthly performance: May 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 | 8,926.20 | 80.60 | -0.89% |
| CAC 40 | 7,798.22 | 24.45 | -0.31% |
| DAX 40 | 24,307.80 | 18.29 | 0.08% |
| Dow JONES (US) | 44,323.07 | 19.12 | -0.04% |
| FTSE 100 | 9,012.99 | 20.87 | 0.23% |
| HKSE | 24,994.14 | 168.48 | 0.68% |
| NASDAQ | 20,974.18 | 78.52 | 0.38% |
| Nikkei 225 | 39,819.11 | 82.08 | -0.21% |
| NZX 50 Index | 12,961.51 | 81.11 | 0.63% |
| S&P 500 | 6,305.60 | 8.81 | 0.14% |
| S&P/ASX 200 | 8,668.20 | 89.00 | -1.02% |
| SSE Composite Index | 3,559.79 | 25.31 | 0.72% |