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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
LRNZ returned +3.6% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.69% — moderate cost. Consider how fees compound over long holding periods.What is LRNZ?
Under normal circumstances, at least 80% of its net assets (plus any borrowings made for investment purposes) in the common stock of technology, artificial intelligence and deep learning companies. It may also invest in small and medium capitalized companies, as the Adviser believes these relatively smaller companies may provide above average capital appreciation and dividend yield.
Performance Highlights
Investment Breakdown
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