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Warakirri Concentrated Australian Eqs M

WRA6210AU

Warakirri Concentrated Australian Eqs M WRA6210AU Strategy

The Fund invests in a concentrated portfolio of around 15 to 30 Australian companies. The overall philosophy of the Fund’s underlying investment manager Northcape, is to invest in high quality companies at relatively attractive valuations. The Fund seeks to invests in quality, resilient businesses with clear opportunities for growth. Northcape look for businesses with a clear ‘reason to exist’, which is usually reflected in a high and sustained return on capital employed.
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: 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).
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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.
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How to tell if a fund or ETF will likely underperform

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Markets

Index
Last price
Change
% Change
All Ordinaries 7,817.40 81.50 -1.03%
CAC 40 8,018.61 4.65 -0.06%
DAX 40 17,742.89 94.51 -0.53%
Dow JONES (US) 37,903.55 128.17 0.34%
FTSE 100 7,888.94 11.89 0.15%
HKSE 16,224.14 161.73 -0.99%
NASDAQ 15,452.43 149.07 -0.96%
Nikkei 225 37,068.35 1,011.35 -2.66%
NZX 50 Index 11,796.21 39.83 -0.34%
S&P 500 4,994.69 16.43 -0.33%
S&P/ASX 200 7,567.30 74.80 -0.98%
SSE Composite Index 3,065.26 8.96 -0.29%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.07 0.01 -8.97%
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
Australian Vanadium Ltd AVL 0.02 0.00 -6.25%
Pantoro Ltd PNR 0.09 0.00 0.00%
The Star Entertainment Group Ltd SGR 0.42 0.00 0.00%
Pilbara Minerals Ltd PLS 3.83 0.09 -2.30%
Telstra Group Ltd TLS 3.65 0.02 -0.55%
Zip Co Ltd ZIP 1.09 0.05 -4.39%
South32 Ltd S32 3.19 0.10 -3.04%
Alligator Energy Ltd AGE 0.05 0.00 -3.64%