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Airlie Small Companies Fund

MGE1188AU

Airlie Small Companies Fund MGE1188AU Strategy

The Fund primarily invests in the securities of Australian listed companies which, when first acquired, do not rank in the S&P/ASX 100, but will also have some exposure to cash and cash equivalents. The Fund may use exchange traded derivatives, in a limited manner, for risk management purposes.
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: 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).
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Contrasting views of investing that may both be right

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
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How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,053.50 78.40 0.98%
CAC 40 7,706.89 78.32 1.03%
DAX 40 18,325.58 162.06 0.89%
Dow JONES (US) 39,411.21 260.88 0.67%
FTSE 100 8,281.55 43.83 0.53%
HKSE 18,109.20 81.49 0.45%
NASDAQ 17,496.82 192.54 -1.09%
Nikkei 225 39,037.36 232.71 0.60%
NZX 50 Index 11,678.82 50.96 0.44%
S&P 500 5,447.87 16.75 -0.31%
S&P/ASX 200 7,815.20 81.50 1.05%
SSE Composite Index 2,951.95 11.15 -0.38%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.38 0.03 -7.93%
Core Lithium Ltd CXO 0.08 0.00 4.43%
Lake Resources NL LKE 0.04 0.00 -4.55%
Patriot Battery Metals Inc PMT 0.59 0.04 6.36%
Pilbara Minerals Ltd PLS 3.14 0.03 0.96%
Sayona Mining Ltd SYA 0.03 0.00 1.47%
Liontown Resources Ltd LTR 0.91 0.01 -0.55%
Cettire Ltd CTT 1.14 0.01 0.44%
Melbana Energy Ltd MAY 0.04 0.00 10.00%
Botanix Pharmaceuticals Ltd BOT 0.38 0.00 0.00%