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ANZ Default KiwiSaver Scheme-Balanced

23225

ANZ Default KiwiSaver Scheme-Balanced 23225 Strategy

The Balanced Fund invests principally in shares and fixed interest assets with a lesser exposure to listed property and cash assets, as well as other assets.
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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,861.00 1.30 -0.02%
CAC 40 7,981.51 48.90 0.62%
DAX 40 17,770.02 3.79 0.02%
Dow JONES (US) 37,753.31 45.66 -0.12%
FTSE 100 7,847.99 27.63 0.35%
HKSE 16,251.84 2.87 0.02%
NASDAQ 15,683.37 181.88 -1.15%
Nikkei 225 37,961.80 509.40 -1.32%
NZX 50 Index 11,736.57 138.78 -1.17%
S&P 500 5,022.21 29.20 -0.58%
S&P/ASX 200 7,605.60 6.90 -0.09%
SSE Composite Index 3,071.38 64.31 2.14%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 0.00%
The Star Entertainment Group Ltd SGR 0.42 0.00 0.00%
Zip Co Ltd ZIP 1.18 0.01 -0.84%
Renascor Resources Ltd RNU 0.11 0.02 26.51%
Imugene Ltd IMU 0.08 0.00 0.00%
Strickland Metals Ltd STK 0.14 0.02 12.50%
Droneshield Ltd DRO 1.12 0.18 18.52%
Red 5 Ltd RED 0.43 0.01 1.18%
Evolution Mining Ltd EVN 4.16 0.29 7.49%
South32 Ltd S32 3.25 0.03 -0.91%