Barrow Hanley Concentrated Glb Sh Hdg R

RFA0031AU

Barrow Hanley Concentrated Glb Sh Hdg R RFA0031AU Strategy

This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. 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

funds

Listed Investment Companies monthly performance: July 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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,010.10117.10-1.28%
CAC 407,719.7165.460.86%
DAX 4023,594.80107.470.46%
Dow JONES (US)45,013.81282.00-0.62%
FTSE 1009,177.9961.300.67%
HKSE25,343.43153.12-0.60%
NASDAQ21,438.67159.040.75%
Nikkei 22541,938.89371.60-0.88%
NZX 50 Index13,074.8158.35-0.44%
S&P 5006,423.748.200.13%
S&P/ASX 2008,738.80120.20-1.36%
SSE Composite Index3,813.5644.58-1.16%

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