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PIC Wholesale 85/15 Portfolio

MLC0778AU

PIC Wholesale 85/15 Portfolio MLC0778AU Strategy

The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.
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: January 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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Index funds have officially won

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Markets

Index
Last price
Change
% Change
All Ordinaries 7,996.50 10.60 -0.13%
CAC 40 7,938.06 3.89 0.05%
DAX 40 17,739.38 4.31 0.02%
Dow JONES (US) 39,087.38 90.99 0.23%
FTSE 100 7,661.23 21.27 -0.28%
HKSE 16,595.97 6.53 0.04%
NASDAQ 16,274.94 183.02 1.14%
Nikkei 225 40,109.23 198.41 0.50%
NZX 50 Index 11,724.21 20.18 -0.17%
S&P 500 5,137.08 40.81 0.80%
S&P/ASX 200 7,735.80 9.80 -0.13%
SSE Composite Index 3,039.31 12.28 0.41%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.05 0.00 0.00%
Pilbara Minerals Ltd PLS 4.41 0.03 0.68%
BrainChip Holdings Ltd BRN 0.44 0.06 14.47%
Core Lithium Ltd CXO 0.25 0.01 2.08%
Red 5 Ltd RED 0.34 0.02 6.25%
Cettire Ltd CTT 4.54 0.29 -6.00%
Liontown Resources Ltd LTR 1.33 0.05 3.50%
88 Energy Ltd 88E 0.01 0.00 -16.67%
Imugene Ltd IMU 0.12 0.01 -4.17%
Renascor Resources Ltd RNU 0.09 0.00 4.88%