Russell Diversified 50 Portfolio P
TRM0029AU
Russell Diversified 50 Portfolio P TRM0029AU Strategy
The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 50% and defensive investments of around 50%. Derivatives may be used to implement investment strategies
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
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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 2026
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 | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,624.56 | 65.49 | 0.77% |
| DAX 40 | 25,290.99 | 115.05 | 0.46% |
| Dow JONES (US) | 49,467.74 | 14.41 | -0.03% |
| FTSE 100 | 10,822.36 | 15.95 | 0.15% |
| HKSE | 26,381.02 | 384.70 | -1.44% |
| NASDAQ | 22,788.47 | 363.61 | -1.57% |
| Nikkei 225 | 58,753.39 | 170.27 | 0.29% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,889.85 | 56.28 | -0.81% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,146.63 | 0.60 | -0.01% |