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Edgeworth Global A Unhedged

SPC3979AU

Edgeworth Global A Unhedged SPC3979AU Strategy

The fund has a strong focus on niche monopolies and oligopolies. The overall principles of the fund include focussing on under-researching companies, taking a long-term approach, concentrating investment within its best ideas, and having a low cash balance.
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: April 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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KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,007.60 64.00 0.81%
CAC 40 7,571.57 68.30 0.91%
DAX 40 18,068.21 66.19 0.37%
Dow JONES (US) 38,778.10 188.94 0.49%
FTSE 100 8,142.15 4.71 -0.06%
HKSE 17,956.03 19.91 0.11%
NASDAQ 17,857.02 168.14 0.95%
Nikkei 225 38,402.10 299.66 0.79%
NZX 50 Index 11,812.83 114.32 0.98%
S&P 500 5,473.23 41.63 0.77%
S&P/ASX 200 7,770.80 70.50 0.92%
SSE Composite Index 3,017.35 1.46 0.05%

Market Movers

Name
Last price
Change
% Change
Fortescue Ltd FMG 21.92 1.07 -4.63%
Melbana Energy Ltd MAY 0.04 0.03 -40.91%
Pilbara Minerals Ltd PLS 3.22 0.08 2.55%
Sayona Mining Ltd SYA 0.04 0.00 2.86%
Core Lithium Ltd CXO 0.09 0.01 5.75%
Beach Energy Ltd BPT 1.52 0.05 -3.04%
Telstra Group Ltd TLS 3.59 0.04 1.13%
Imugene Ltd IMU 0.06 0.00 0.00%
Red 5 Ltd RED 0.46 0.00 0.00%
Latin Resources Ltd LRS 0.20 0.01 -2.50%