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: July 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 | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,128.7018.100.20%
CAC 407,825.241.720.02%
DAX 4023,698.155.50-0.02%
Dow JONES (US)45,834.22273.78-0.59%
FTSE 1009,283.2914.29-0.15%
HKSE26,388.16301.841.16%
NASDAQ22,141.1098.030.44%
Nikkei 22544,768.12395.620.89%
NZX 50 Index13,227.901.25-0.01%
S&P 5006,584.293.18-0.05%
S&P/ASX 2008,864.9022.000.25%
SSE Composite Index3,870.604.71-0.12%

Market Movers