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Ironbark Royal London Core Glb Sh H H

DAM5404AU

Ironbark Royal London Core Glb Sh H H DAM5404AU Strategy

The Fund adopts a long-only stock picking approach that invests in listed shares of 150-250 companies around the globe, which aims to: create shareholder wealth as a result of their intentional management strategy and/or business models; • identity stocks that are priced at a significant discount to conservative estimates of cash-based, long-term intrinsic value; and • demonstrate a reasonable investment ‘margin of safety’ in the analysis of the above two attributes.
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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Listed Investment Companies monthly performance: June 2024

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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Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds

Listed Investment Companies monthly performance: May 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,209.20 63.50 -0.77%
CAC 40 7,534.52 52.03 -0.69%
DAX 40 18,171.93 182.83 -1.00%
Dow JONES (US) 40,287.53 377.49 -0.93%
FTSE 100 8,155.72 49.17 -0.60%
HKSE 17,417.68 360.73 -2.03%
NASDAQ 17,726.94 144.28 -0.81%
Nikkei 225 40,063.79 62.56 -0.16%
NZX 50 Index 12,325.60 3.84 -0.03%
S&P 500 5,505.00 39.59 -0.71%
S&P/ASX 200 7,971.60 64.90 -0.81%
SSE Composite Index 2,982.31 5.18 0.17%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.70 0.09 -5.04%
Pilbara Minerals Ltd PLS 2.99 0.01 0.34%
Droneshield Ltd DRO 1.96 0.23 13.29%
Pantoro Ltd PNR 0.09 0.00 -3.33%
Carnarvon Energy Ltd CVN 0.17 0.02 -10.81%
Telstra Group Ltd TLS 3.88 0.00 0.00%
South32 Ltd S32 3.42 0.07 -2.01%
Red 5 Ltd RED 0.41 0.01 -2.41%
Lake Resources NL LKE 0.04 0.00 0.00%
Mirvac Group MGR 2.05 0.03 -1.44%