Wholesum Responsible A
BQC8297AU
Wholesum Responsible A BQC8297AU Strategy
The Fund will implement a balanced, style-agnostic strategy that combines passive allocation and active rebalancing to achieve its target returns with moderate risk through a 5-year market cycle. The asset allocation features investments in onshore and offshore secured and unsecured Debt, Equity, Listed / Unlisted Managed Funds, ETFs (exchange-traded funds), Crowdfunding Platforms, and Direct Unlisted Placements.
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: June 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
Listed Investment Companies monthly performance: May 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 | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,911.80 | 5.30 | -0.06% |
| CAC 40 | 7,546.16 | 225.81 | -2.91% |
| DAX 40 | 23,425.97 | 639.50 | -2.66% |
| Dow JONES (US) | 43,588.58 | 542.40 | -1.23% |
| FTSE 100 | 9,068.58 | 64.23 | -0.70% |
| HKSE | 24,627.25 | 119.44 | 0.49% |
| NASDAQ | 20,650.13 | 472.31 | -2.24% |
| Nikkei 225 | 40,198.77 | 600.83 | -1.47% |
| NZX 50 Index | 12,729.01 | 0.39 | -0.00% |
| S&P 500 | 6,238.01 | 101.38 | -1.60% |
| S&P/ASX 200 | 8,654.10 | 7.90 | -0.09% |
| SSE Composite Index | 3,567.02 | 7.07 | 0.20% |