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
funds
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,255.20 | 20.50 | 0.22% |
| CAC 40 | 8,533.23 | 23.87 | 0.28% |
| DAX 40 | 26,096.46 | 31.90 | -0.12% |
| Dow JONES (US) | 53,343.40 | 116.38 | -0.22% |
| FTSE 100 | 10,706.48 | 21.56 | -0.20% |
| HKSE | 25,495.07 | 23.92 | 0.09% |
| NASDAQ | 26,289.71 | 355.20 | -1.33% |
| Nikkei 225 | 65,326.42 | 2,134.30 | -3.16% |
| NZX 50 Index | 13,929.67 | 63.49 | 0.46% |
| S&P 500 | 7,691.76 | 53.30 | -0.69% |
| S&P/ASX 200 | 9,053.80 | 25.20 | 0.28% |
| SSE Composite Index | 3,894.42 | 95.88 | -2.40% |