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BT Imp Shr Retail RFA0019AU Strategy

This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund will primarily invest in Australian shares, including Australian listed property securities and convertible preference shares that offer above average income returns. The Fund may also hold cash and may use derivatives.
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: 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).
funds

Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds

Listed Investment Companies monthly performance: May 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 8,205.50 3.10 -0.04%
CAC 40 7,513.73 84.90 -1.12%
DAX 40 18,387.46 170.24 -0.92%
Dow JONES (US) 39,853.87 504.22 -1.25%
FTSE 100 8,153.69 13.68 -0.17%
HKSE 17,311.05 158.31 -0.91%
NASDAQ 17,342.41 654.94 -3.64%
Nikkei 225 39,154.85 439.54 -1.11%
NZX 50 Index 12,530.99 105.41 0.85%
S&P 500 5,427.13 128.61 -2.31%
S&P/ASX 200 7,963.70 7.40 -0.09%
SSE Composite Index 2,901.95 13.42 -0.46%

Market Movers

Name
Last price
Change
% Change
Argosy Minerals Ltd AGY 0.05 0.03 -39.51%
Sayona Mining Ltd SYA 0.03 0.00 -3.03%
Droneshield Ltd DRO 1.48 0.06 3.87%
Imugene Ltd IMU 0.06 0.00 -6.67%
Core Lithium Ltd CXO 0.09 0.00 -4.08%
South32 Ltd S32 2.96 0.02 -0.67%
Zip Co Ltd ZIP 1.83 0.03 1.39%
Red 5 Ltd RED 0.42 0.03 6.41%
Worley Ltd WOR 15.23 0.04 0.26%
Mesoblast Ltd MSB 1.26 0.05 -3.83%