Alium Alpha Opportunities

DCA8568AU

Alium Alpha Opportunities DCA8568AU Strategy

The investment strategy uses a combination of macro and micro analysis to find ideas on both a long and short basis. The Investment Manager will have a particular focus on smaller/niche investment deals and listed emerging companies in Australia and New Zealand, with scope to invest in Asia should the opportunity arise over time. The investments will not exclusively be in that market cap range or exclusively in that region.
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: December 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

Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows

We expect worsening credit profiles for both high- and low-quality borrowers.
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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,164.8078.50-0.85%
CAC 408,129.3557.990.72%
DAX 4024,512.76203.300.84%
Dow JONES (US)48,597.95473.61-0.97%
FTSE 10010,215.7543.990.43%
HKSE27,387.11439.80-1.58%
NASDAQ23,464.20220.92-0.93%
Nikkei 22553,322.8535.86-0.07%
NZX 50 Index13,423.1810.310.08%
S&P 5006,918.5550.46-0.72%
S&P/ASX 2008,869.1054.10-0.61%
SSE Composite Index4,117.9540.04-0.96%

Market Movers