Equip Diversified Fixed Interest TTR
45665
Equip Diversified Fixed Interest TTR 45665 Strategy
Invests mainly in fixed interest securities and cash, which are expected to deliver stable but low returns over the long term, with the balance invested in shares and other growth assets. Growth/defensive split: 30% / 70%.
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: June 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
Listed Investment Companies monthly performance: May 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,900.70 | 16.40 | -0.18% |
| CAC 40 | 7,546.16 | 225.81 | -2.91% |
| DAX 40 | 23,425.97 | 639.50 | -2.66% |
| Dow JONES (US) | 43,588.58 | 542.40 | -1.23% |
| FTSE 100 | 9,068.58 | 64.23 | -0.70% |
| HKSE | 24,507.81 | 265.52 | -1.07% |
| NASDAQ | 20,650.13 | 472.31 | -2.24% |
| Nikkei 225 | 39,949.12 | 850.48 | -2.08% |
| NZX 50 Index | 12,734.53 | 5.13 | 0.04% |
| S&P 500 | 6,238.01 | 101.38 | -1.60% |
| S&P/ASX 200 | 8,646.30 | 15.70 | -0.18% |
| SSE Composite Index | 3,559.95 | 13.26 | -0.37% |