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

Listed Investment Companies monthly performance: November 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).
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What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
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AFIC on the speculative ASX boom, opportunities, and LIC discounts

AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward

Morningstar Investment Ideas

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