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

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).

Morningstar Investment Ideas

Markets

Index
Last price
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All Ordinaries8,529.5038.000.45%
CAC 407,602.0624.170.32%
DAX 4019,508.29134.460.69%
Dow JONES (US)43,014.62150.760.35%
FTSE 1008,292.6639.010.47%
HKSE21,092.87159.11-0.75%
NASDAQ18,504.83161.890.88%
Nikkei 22539,605.80224.910.57%
NZX 50 Index12,766.7578.89-0.61%
S&P 5005,856.7241.690.72%
S&P/ASX 2008,252.8038.300.47%
SSE Composite Index3,284.3266.582.07%

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