ANZ OA IP-Perpetual Balanced Growth EF
ANZ0841AU
ANZ OA IP-Perpetual Balanced Growth EF ANZ0841AU Strategy
The fund invests in a diverse mix of growth, defensive and other assets, with a focus on Australian and international shares.
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.
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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,079.40 | 38.00 | -0.42% |
| CAC 40 | 8,241.24 | 85.01 | 1.04% |
| DAX 40 | 24,381.46 | 293.40 | 1.22% |
| Dow JONES (US) | 48,279.37 | 351.41 | 0.73% |
| FTSE 100 | 9,911.42 | 11.82 | 0.12% |
| HKSE | 26,922.73 | 226.32 | 0.85% |
| NASDAQ | 23,380.77 | 87.53 | -0.37% |
| Nikkei 225 | 51,063.31 | 220.38 | 0.43% |
| NZX 50 Index | 13,671.73 | 67.18 | 0.49% |
| S&P 500 | 6,848.14 | 1.53 | 0.02% |
| S&P/ASX 200 | 8,799.50 | 36.50 | -0.41% |
| SSE Composite Index | 4,000.14 | 2.62 | -0.07% |