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Opal Market Neutral - Platform

PER4702AU

Opal Market Neutral - Platform PER4702AU Strategy

The Fund invests in long and short positions in predominantly Australian listed securities, whilst maintaining a market neutral structure. It is an active, high conviction fund, with a primary focus on bottom-up fundamental stock selection.
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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

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
funds

Listed Investment Companies monthly performance: February 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,876.70 14.40 0.18%
CAC 40 7,932.61 112.50 -1.40%
DAX 40 17,766.23 260.35 -1.44%
Dow JONES (US) 37,798.97 63.86 0.17%
FTSE 100 7,820.36 145.17 -1.82%
HKSE 16,238.09 10.88 -0.07%
NASDAQ 15,865.25 19.77 -0.12%
Nikkei 225 38,379.82 91.38 -0.24%
NZX 50 Index 11,866.47 61.63 0.52%
S&P 500 5,051.41 10.41 -0.21%
S&P/ASX 200 7,620.40 7.90 0.10%
SSE Composite Index 3,044.26 37.20 1.24%

Market Movers

Name
Last price
Change
% Change
The Star Entertainment Group Ltd SGR 0.42 0.01 1.20%
Zip Co Ltd ZIP 1.15 0.04 -2.95%
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Strickland Metals Ltd STK 0.12 0.00 0.00%
Imugene Ltd IMU 0.09 0.00 2.41%
Renascor Resources Ltd RNU 0.12 0.03 38.55%
Droneshield Ltd DRO 1.10 0.16 16.40%
Evolution Mining Ltd EVN 4.16 0.29 7.49%
Pantoro Ltd PNR 0.08 0.01 7.14%
Red 5 Ltd RED 0.43 0.01 1.76%