Wilson Asset Management Leaders A

ETL7926AU

Wilson Asset Management Leaders A ETL7926AU Strategy

The Fund will provide investors exposure to an actively managed investment portfolio, comprised of large-cap companies listed predominately on the ASX within the S&P/ASX 200 Index. The investment portfolio will consist of companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst.
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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Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds

Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds

Listed Investment Companies monthly performance: August 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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NZX 50 Index12,619.9447.280.38%
S&P 5005,751.0751.130.90%
S&P/ASX 2008,150.0055.20-0.67%
SSE Composite Index3,336.50248.978.06%

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