Morningstar Investor users sign in here.

Firetrail Absolute Return

WHT5134AU

Firetrail Absolute Return WHT5134AU Strategy

The Fund is an absolute return fund which aims to generate positive returns in all market environments. The Fund is typically expected to be market neutral (net market exposure generally between 0% - 10%), which effectively means the Fund is constructed in a way where returns are not dependent on the performance of the underlying share market.
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 7,269.80 66.30 -0.90%
CAC 40 7,352.22 19.63 0.27%
DAX 40 16,448.84 44.08 0.27%
Dow JONES (US) 36,204.44 41.06 -0.11%
FTSE 100 7,473.95 39.01 -0.52%
HKSE 16,327.86 318.19 -1.91%
NASDAQ 14,185.49 119.54 -0.84%
Nikkei 225 32,775.82 455.45 -1.37%
NZX 50 Index 11,356.99 10.82 -0.10%
S&P 500 4,569.78 24.85 -0.54%
S&P/ASX 200 7,061.60 63.10 -0.89%
SSE Composite Index 2,972.30 50.62 -1.67%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.23 0.30 -8.50%
Origin Energy Ltd ORG 8.03 0.17 2.16%
Telstra Group Ltd TLS 3.78 0.01 -0.26%
Insurance Australia Group Ltd IAG 5.92 0.09 1.54%
Santos Ltd STO 6.76 0.06 -0.88%
Scentre Group SCG 2.70 0.01 -0.37%
South32 Ltd S32 3.06 0.06 -1.92%
Stockland Corp Ltd SGP 4.00 0.11 -2.68%
Karoon Energy Ltd KAR 1.98 0.03 -1.25%
Allkem Ltd AKE 8.30 0.34 -3.94%