AMS Balanced Fund
DAM0026AU
AMS Balanced Fund DAM0026AU Strategy
The Fund typically invests in a diversified portfolio mix with exposure to growth investments (around 70%) and defensive investments (around 30%). Derivatives may be used to implement investment strategies. Derivatives are not used to leverage the Fund.
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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Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds
It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds
Chart of the Week: Active or Passive? The results may surprise you
Why manager selection still matters.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,894.60 | 8.90 | -0.10% |
| CAC 40 | 7,769.21 | 95.86 | -1.22% |
| DAX 40 | 25,104.36 | 344.83 | -1.35% |
| Dow JONES (US) | 51,167.47 | 353.81 | -0.69% |
| FTSE 100 | 10,458.50 | 83.19 | -0.79% |
| HKSE | 24,130.50 | 150.06 | -0.62% |
| NASDAQ | 27,524.97 | 74.92 | -0.27% |
| Nikkei 225 | 70,035.71 | 648.27 | -0.92% |
| NZX 50 Index | 13,684.04 | 16.08 | -0.12% |
| S&P 500 | 7,799.46 | 19.47 | -0.25% |
| S&P/ASX 200 | 8,727.70 | 8.00 | -0.09% |
| SSE Composite Index | 3,842.19 | 11.74 | 0.31% |