FC W Pen-Intermede TTR Glb Equities

AIL6939AU

FC W Pen-Intermede TTR Glb Equities AIL6939AU Strategy

Intermede looks for companies that it believes meets all of the following criteria; a sustainable competitive advantage, eg a dominant position in its industry, a superior business model, eg its costs grow more slowly than revenue, excellent management team eg proven track record and clear strategy for growth, and which has a share price lower than Intermede's valuation for the company.
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

Markets

Index
Last price
Change
% Change
All Ordinaries8,849.3074.60-0.84%
CAC 408,090.2827.50-0.34%
DAX 4025,402.2838.53-0.15%
Dow JONES (US)52,093.11328.09-0.63%
FTSE 10010,658.1339.44-0.37%
HKSE24,667.24250.36-1.00%
NASDAQ25,981.57204.84-0.78%
Nikkei 22563,484.108.89-0.01%
NZX 50 Index13,484.2276.47-0.56%
S&P 5007,585.7334.25-0.45%
S&P/ASX 2008,672.5077.40-0.88%
SSE Composite Index3,864.2821.05-0.54%

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