Yarra Global Small Companies Fund
JBW0103AU
Yarra Global Small Companies Fund JBW0103AU Strategy
The Fund invests generally in companies with a market capitalisation below US$2 billion (excluding Australia). It invests in securities of companies which are listed or domiciled in countries included in the S&P/Citigroup Broad Market Index World less than US$2 Billion ex Australia. The Fund can invest up to 15% of assets in companies which are listed or traded on a recognised market in countries not included in the S&P Developed BMI under US$2 Billion (ex-Australia).
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: February 2026
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 | 8,774.90 | 124.80 | -1.40% |
| CAC 40 | 7,896.44 | 84.83 | -1.06% |
| DAX 40 | 22,889.17 | 409.72 | -1.76% |
| Dow JONES (US) | 46,100.96 | 464.78 | -1.00% |
| FTSE 100 | 10,378.50 | 13.71 | 0.13% |
| HKSE | 25,116.53 | 177.50 | -0.70% |
| NASDAQ | 21,613.79 | 227.15 | -1.04% |
| Nikkei 225 | 52,463.27 | 1,276.41 | -2.38% |
| NZX 50 Index | 12,902.15 | 76.28 | 0.59% |
| S&P 500 | 6,522.75 | 52.57 | -0.80% |
| S&P/ASX 200 | 8,579.50 | 105.50 | -1.21% |
| SSE Composite Index | 3,919.29 | 29.27 | -0.74% |