First Shares Plus Pen

45553

First Shares Plus Pen 45553 Strategy

This option is likely to provide a high degree of volatility. There will be fluctuations in returns and it is at the high end of the risk/return range. The increased risk comes from the nature of overseas investments, which are subject to currency fluctuations and international events. It is likely to outperform the other investment options offered over the long term.
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

Sustainable funds in NZ buck global trends

16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
funds

Listed Investment Companies monthly performance: September 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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,907.002.500.03%
CAC 408,157.7974.70-0.91%
DAX 4023,839.95201.67-0.84%
Dow JONES (US)47,172.77284.45-0.60%
FTSE 1009,683.59124.09-1.27%
HKSE26,572.46500.57-1.85%
NASDAQ22,958.0687.710.38%
Nikkei 22550,376.53905.30-1.77%
NZX 50 Index13,464.46207.27-1.52%
S&P 5006,744.817.320.11%
S&P/ASX 2008,634.508.900.10%
SSE Composite Index3,990.4939.01-0.97%

Market Movers