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SPW Global Growth SIA0001AU Strategy

The Fund aims to provide returns through investing in a portfolio of debt securities and derivatives. The Manager will invest within the global and domestic debt markets. These investments may include but are not restricted to debt instruments such as government treasury bonds, corporate bonds, bank bills, commercial paper, bank loans, mortgage backed securities, asset backed securities, mortgages, secured corporate loans, discounted bills, repurchase agreements and debt/equity hybrid securities, forward foreign exchange agreements, etc.
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: October 2023

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

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,297.70 51.90 0.72%
CAC 40 7,280.29 12.65 0.17%
DAX 40 16,203.26 36.81 0.23%
Dow JONES (US) 35,430.42 13.44 0.04%
FTSE 100 7,457.88 34.42 0.46%
HKSE 17,042.88 49.44 0.29%
NASDAQ 14,258.49 23.27 -0.16%
Nikkei 225 33,486.89 165.67 0.50%
NZX 50 Index 11,330.20 94.26 0.84%
S&P 500 4,550.58 4.31 -0.09%
S&P/ASX 200 7,087.30 52.00 0.74%
SSE Composite Index 3,029.67 7.99 0.26%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.64 0.08 2.25%
Lendlease Group LLC 6.63 0.04 -0.60%
Telstra Group Ltd TLS 3.82 0.04 1.06%
Car Group Ltd CAR 27.78 0.24 0.87%
South32 Ltd S32 3.08 0.02 0.65%
Scentre Group SCG 2.65 0.02 0.76%
Origin Energy Ltd ORG 8.24 0.16 -1.90%
Westgold Resources Ltd WGX 2.14 0.03 1.42%
BHP Group Ltd BHP 46.30 0.11 0.24%
Stockland Corp Ltd SGP 4.13 0.06 1.47%