Morningstar Investor users sign in here.

Global Small and Mid-Cap

BEG0969AU

Global Small and Mid-Cap BEG0969AU Strategy

The Fund intends to invest substantially all of its assets in the Underlying Strategies. The Underlying Strategies invest substantially all of their assets (i.e. the assets of an underlying pooled investment fund and/or assets of a mandate) in a portfolio of global small-cap and mid-cap shares. The Fund aims to be invested with multiple active Underlying Investment Managers whose investment strategies emphasize performance above the benchmark while aiming to control 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

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.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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 8,122.70 9.40 -0.12%
CAC 40 8,195.97 28.47 0.35%
DAX 40 18,768.96 64.54 0.35%
Dow JONES (US) 39,806.77 196.82 -0.49%
FTSE 100 8,424.20 3.94 0.05%
HKSE 19,248.12 388.10 -1.98%
NASDAQ 16,794.87 108.91 0.65%
Nikkei 225 39,116.32 46.64 0.12%
NZX 50 Index 11,678.67 57.04 -0.49%
S&P 500 5,308.13 4.86 0.09%
S&P/ASX 200 7,850.90 12.80 -0.16%
SSE Composite Index 3,157.72 13.43 -0.42%

Market Movers

Name
Last price
Change
% Change
Jupiter Mines Ltd JMS 0.33 0.03 -8.45%
Sayona Mining Ltd SYA 0.05 0.00 -7.14%
Telstra Group Ltd TLS 3.59 0.08 -2.18%
The Star Entertainment Group Ltd SGR 0.50 0.04 -7.41%
Alligator Energy Ltd AGE 0.07 0.00 4.62%
South32 Ltd S32 3.89 0.00 0.00%
Imugene Ltd IMU 0.07 0.00 1.45%
Pilbara Minerals Ltd PLS 4.17 0.04 -0.83%
Peninsula Energy Ltd PEN 0.12 0.00 -2.08%
Alumina Ltd AWC 1.75 0.03 1.74%