The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a ...
Sharesight is a portfolio tracker that is integrated into Morningstar Investor. Their data shows the top 20 trades by ...
In commodity markets, Brent crude oil was up 0.16% to US$75.79 a barrel, while gold was up 0.54% to US$2,813.50. The ...
Managed funds have been around for a long while. Some of Australia’s oldest managed funds were launched over 65 years ago. It has mainly been an adviser’s game. Perpetual manages one of Australia’s ...
Joseph launched a new weekly column for investors and mused on everything from real estate shares to hot stock picks in the media.
The manager’s growth approach is based on the belief that, over the medium-to-long term, share prices are driven by growth in a company’s earnings, despite the existence of sentiment that can lead to ...
The Fund is an actively managed fund investing in a portfolio of 30 - 90 Australian small company equity securities across a range of industry sectors, designed with the objective of meeting the ...
The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 30% and defensive investments of around 70%. Derivatives may be used to implement investment ...
The Fund follows a fundamental long-only active strategy. Cordis runs a high conviction actively managed specialised portfolio, limited to between 20-40 stocks selected from the medical technology sub ...
The Fund invests primarily in a group of global equity common stocks that together are deemed by the portfolio manager to have the potential to generate lower volatility relative to the broad equity ...
The Trust generally gains its exposure to a diversified portfolio of investments through a mix of investment managers. The growth orientation of the Trust means it has a greater exposure to growth ...
The Fund invests in global equities that satisfy Pathfinder’s socially responsible screening. It achieves this by investing in Pathfinder’s wholesale Responsible Investment Fund which targets a ...