SIL Balanced Plus Fund
22238
SIL Balanced Plus Fund 22238 Strategy
The Fund invests mainly in growth assets (equities, listed property and listed infrastructure) with some exposure to income assets (cash and cash equivalents and fixed interest). The fund also can have a small exposure to alternative assets. The fund aims to achieve a return (after the fund charge and before tax) on average over rolling three year periods that outperforms the composite index.
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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Listed Investment Companies monthly performance: January 2026
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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,435.60 | 15.10 | 0.16% |
| CAC 40 | 8,617.64 | 3.29 | -0.04% |
| DAX 40 | 25,344.70 | 55.68 | 0.22% |
| Dow JONES (US) | 49,499.20 | 17.05 | 0.03% |
| FTSE 100 | 10,900.27 | 53.57 | 0.49% |
| HKSE | 26,630.54 | 249.52 | 0.95% |
| NASDAQ | 22,878.38 | 273.69 | -1.18% |
| Nikkei 225 | 58,850.27 | 96.88 | 0.16% |
| NZX 50 Index | 13,722.97 | 52.26 | 0.38% |
| S&P 500 | 6,908.86 | 37.27 | -0.54% |
| S&P/ASX 200 | 9,198.60 | 16.90 | 0.18% |
| SSE Composite Index | 4,162.88 | 16.25 | 0.39% |