smartMonday - Balanced Growth - Active
18777
smartMonday - Balanced Growth - Active 18777 Strategy
The fund invests 60-80% of the portfolio in growth assets and 30% in defensive 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
Listed Investment Companies monthly performance: April 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).
funds
KiwiSaver Survey - March Quarter 2024
KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,999.20 | 83.90 | -1.04% |
| CAC 40 | 8,094.97 | 7.36 | -0.09% |
| DAX 40 | 18,693.37 | 2.05 | 0.01% |
| Dow JONES (US) | 39,069.59 | 4.33 | 0.01% |
| FTSE 100 | 8,317.59 | 21.64 | -0.26% |
| HKSE | 18,608.94 | 259.77 | -1.38% |
| NASDAQ | 16,920.79 | 184.76 | 1.10% |
| Nikkei 225 | 38,646.11 | 457.11 | -1.17% |
| NZX 50 Index | 11,783.39 | 26.09 | -0.22% |
| S&P 500 | 5,304.72 | 36.88 | 0.70% |
| S&P/ASX 200 | 7,727.60 | 84.20 | -1.08% |
| SSE Composite Index | 3,088.87 | 27.52 | -0.88% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| HomeCo Daily Needs REIT HDN | 1.23 | 0.02 | -1.20% |
| Sayona Mining Ltd SYA | 0.04 | 0.00 | -2.33% |
| Base Resources Ltd BSE | 0.29 | 0.01 | 3.64% |
| Telstra Group Ltd TLS | 3.45 | 0.01 | -0.29% |
| Peninsula Energy Ltd PEN | 0.11 | 0.01 | -4.55% |
| Resolute Mining Ltd RSG | 0.52 | 0.00 | 0.00% |
| Imugene Ltd IMU | 0.07 | 0.00 | -1.41% |
| South32 Ltd S32 | 3.85 | 0.00 | 0.00% |
| Pilbara Minerals Ltd PLS | 3.94 | 0.06 | -1.50% |
| De Grey Mining Ltd DEG | 1.10 | 0.01 | -0.45% |