Ellerston 2050 Wholesale
ECL5651AU
Ellerston 2050 Wholesale ECL5651AU Strategy
The Fund employs an active, research-driven investment approach which seeks to identify a portfolio of unlisted and listed companies, with the aim of delivering superior returns to the Benchmark over time. The Fund invests in companies that are believed to have the potential to deliver significant upside over the medium term and where there is a reasonable margin of safety to mitigate downside risk.
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
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Why passive investing doesn't always work in fixed income
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How passive investing is driving the decline of active fund alpha
New research suggests that flows into index funds and ETFs are creating structural headwinds for active managers.
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Are you one of the investors that left money on the table?
The latest Mind the Gap research reveals investors are still lagging fund returns.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,272.00 | 10.00 | -0.11% |
| CAC 40 | 8,636.80 | 13.76 | -0.16% |
| DAX 40 | 26,440.31 | 140.57 | 0.53% |
| Dow JONES (US) | 53,732.41 | 107.58 | -0.20% |
| FTSE 100 | 10,750.11 | 22.56 | -0.21% |
| HKSE | 25,521.99 | 405.14 | 1.61% |
| NASDAQ | 26,729.16 | 73.86 | -0.28% |
| Nikkei 225 | 68,895.98 | 182.18 | 0.27% |
| NZX 50 Index | 13,782.81 | 71.57 | -0.52% |
| S&P 500 | 7,785.76 | 13.23 | -0.17% |
| S&P/ASX 200 | 9,068.30 | 11.00 | -0.12% |
| SSE Composite Index | 3,960.19 | 33.01 | 0.84% |