Morningstar Investor users sign in here.

Totus Alpha Fund - Platform Class

TOT7316AU

Totus Alpha Fund - Platform Class TOT7316AU Strategy

The Fund is a long/short investment fund principally investing in listed equities and index futures in Australia and internationally. The Fund also uses short sales and derivatives with the objective of generating absolute returns and to hedge the exposure of the portfolio. The Fund may also invest in commodities, options, futures, bonds and various debt instruments. The Fund is not a market neutral fund and accordingly may switch between net long positions and net short positions.
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

Australia Quarterly Economic Briefing June 2024

A few dominant forces are driving market sentiment.
funds

Listed Investment Companies monthly performance: July 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).
funds

KiwiSaver Survey | June Quarter 2024

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,417.00 52.70 0.63%
CAC 40 7,615.41 170.51 2.29%
DAX 40 19,002.38 290.89 1.55%
Dow JONES (US) 42,025.19 522.09 1.26%
FTSE 100 8,328.72 75.04 0.91%
HKSE 18,013.16 353.14 2.00%
NASDAQ 18,013.98 440.68 2.51%
Nikkei 225 37,155.33 775.16 2.13%
NZX 50 Index 12,609.07 55.93 -0.44%
S&P 500 5,713.64 95.38 1.70%
S&P/ASX 200 8,191.90 49.80 0.61%
SSE Composite Index 2,736.02 18.74 0.69%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 7.69%
Red 5 Ltd RED 0.33 0.01 1.54%
Resolute Mining Ltd RSG 0.73 0.02 2.84%
Zip Co Ltd ZIP 2.60 0.22 9.24%
Imugene Ltd IMU 0.05 0.00 1.96%
Peninsula Energy Ltd PEN 0.09 0.01 6.17%
Vicinity Centres VCX 2.39 0.03 1.27%
Pantoro Ltd PNR 0.12 0.01 -4.00%
Qoria Ltd QOR 0.39 0.05 13.04%
De Grey Mining Ltd DEG 1.30 0.05 3.59%