Initium Commercial Property
INI1048AU
Initium Commercial Property INI1048AU Strategy
The Fund’s strategy is to: • Strategically invest in predominantly prime located ground level commercial retail properties in Australia, diversified by geography and stable tenant (that is, tenants with low turnover of their leases) mix. • Own properties that have a stable earnings profile from the collection of tenant rents, with rental income underpinned by leases to national retailers and a substantial proportion of income growth derived from fixed annual rental increases.
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: July 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).
funds
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds
Listed Investment Companies monthly performance: June 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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Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,316.70 | 53.10 | 0.64% |
| CAC 40 | 7,630.95 | 10.00 | -0.13% |
| DAX 40 | 18,906.92 | 5.65 | -0.03% |
| Dow JONES (US) | 41,563.08 | 228.03 | 0.55% |
| FTSE 100 | 8,376.63 | 3.01 | -0.04% |
| HKSE | 17,989.07 | 202.75 | 1.14% |
| NASDAQ | 17,713.62 | 197.19 | 1.13% |
| Nikkei 225 | 38,647.75 | 285.22 | 0.74% |
| NZX 50 Index | 12,447.68 | 94.07 | 0.76% |
| S&P 500 | 5,648.40 | 56.44 | 1.01% |
| S&P/ASX 200 | 8,091.90 | 46.80 | 0.58% |
| SSE Composite Index | 2,842.21 | 19.11 | 0.68% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Aurizon Holdings Ltd AZJ | 3.38 | 0.00 | 0.00% |
| Latin Resources Ltd LRS | 0.20 | 0.01 | -2.44% |
| Red 5 Ltd RED | 0.34 | 0.02 | 6.25% |
| Droneshield Ltd DRO | 1.33 | 0.09 | 7.29% |
| Mesoblast Ltd MSB | 1.03 | 0.08 | 8.42% |
| Spartan Resources Ltd SPR | 1.46 | 0.16 | 12.36% |
| Telstra Group Ltd TLS | 3.93 | 0.02 | 0.51% |
| Pilbara Minerals Ltd PLS | 2.97 | 0.06 | 2.06% |
| Appen Ltd APX | 1.00 | 0.22 | -17.70% |
| South32 Ltd S32 | 3.14 | 0.04 | 1.29% |