First Sentier Geared Aus Shr FdCmplxETF

PIM7590AU

First Sentier Geared Aus Shr FdCmplxETF PIM7590AU Strategy

The Fund’s investment strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The Fund invests in large, high quality companies with strong balance sheets and earnings. The Fund utilises gearing to magnify returns from underlying investments. The Fund invests in Australian equities and does not hedge currency risk.
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
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All Ordinaries9,108.6016.200.18%
CAC 408,079.5016.920.21%
DAX 4024,610.9592.17-0.37%
Dow JONES (US)48,940.34451.750.93%
FTSE 10010,150.5223.740.23%
HKSE26,585.0697.550.37%
NASDAQ23,158.12203.800.89%
Nikkei 22552,774.64216.46-0.41%
NZX 50 Index13,417.17156.76-1.15%
S&P 5006,857.1160.250.89%
S&P/ASX 2008,782.9014.000.16%
SSE Composite Index4,116.943.290.08%

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