RL FIP- Balanced Growth
AMP1184AU
RL FIP- Balanced Growth AMP1184AU Strategy
The Funds benchmark asset allocation and ranges are: 5% Cash (0-20%); 5% International Fixed Interest (0-15%); 15% Australian Fixed Interest (5-25%); 7% Listed Property (0-15%); 6% Direct Property (2-10%); 6% Alternative Assets (0-10%); 21% International Shares (15-35%) and 35% Australian Shares (25-45%).
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: July 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 | 9,112.60 | 22.20 | 0.24% |
| CAC 40 | 7,853.59 | 1.02 | -0.01% |
| DAX 40 | 23,639.41 | 35.12 | -0.15% |
| Dow JONES (US) | 46,315.27 | 172.85 | 0.37% |
| FTSE 100 | 9,216.67 | 11.44 | -0.12% |
| HKSE | 26,545.10 | 0.25 | 0.00% |
| NASDAQ | 22,631.48 | 160.75 | 0.72% |
| Nikkei 225 | 45,631.03 | 585.22 | 1.30% |
| NZX 50 Index | 13,183.42 | 48.24 | -0.36% |
| S&P 500 | 6,664.36 | 32.40 | 0.49% |
| S&P/ASX 200 | 8,823.90 | 24.40 | 0.28% |
| SSE Composite Index | 3,820.09 | 11.57 | -0.30% |