Russell Balanced Opportunities Portfolio
TRM0045AU
Russell Balanced Opportunities Portfolio TRM0045AU Strategy
The portfolio is typically exposed to a diversified portfolio mix of growth investments around 70% and defensive investments around 30%.
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: December 2025
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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,236.90 | 6.40 | -0.07% |
| CAC 40 | 8,066.68 | 86.14 | -1.06% |
| DAX 40 | 24,822.79 | 71.65 | -0.29% |
| Dow JONES (US) | 49,015.60 | 12.19 | 0.02% |
| FTSE 100 | 10,154.43 | 53.37 | -0.52% |
| HKSE | 27,957.91 | 131.00 | 0.47% |
| NASDAQ | 23,857.45 | 40.35 | 0.17% |
| Nikkei 225 | 53,469.52 | 110.81 | 0.21% |
| NZX 50 Index | 13,348.61 | 64.26 | -0.48% |
| S&P 500 | 6,978.03 | 0.57 | -0.01% |
| S&P/ASX 200 | 8,927.50 | 4.30 | 0.05% |
| SSE Composite Index | 4,159.33 | 8.10 | 0.20% |