Westpac Active Balanced Trust
22368
Westpac Active Balanced Trust 22368 Strategy
Invests in a diversified range of assets including New Zealand and international cash, fixed interest securities and shares. Asset allocation benchmarks: cash 5%, Alternative Investments 5%, Listed Property 5%, International Fixed Interest 12%, International Equities 33%, NZ Fixed Interest 20%, NZ Equities 20%.
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).
funds
Listed Investment Companies monthly performance: June 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 | 9,151.20 | 1.30 | -0.01% |
CAC 40 | 7,818.22 | 78.71 | -1.00% |
DAX 40 | 23,329.24 | 419.62 | -1.77% |
Dow JONES (US) | 45,757.90 | 125.55 | -0.27% |
FTSE 100 | 9,195.66 | 81.37 | -0.88% |
HKSE | 26,438.51 | 8.05 | -0.03% |
NASDAQ | 22,333.96 | 14.79 | -0.07% |
Nikkei 225 | 44,902.27 | 134.15 | 0.30% |
NZX 50 Index | 13,182.34 | 52.55 | -0.40% |
S&P 500 | 6,606.76 | 8.52 | -0.13% |
S&P/ASX 200 | 8,877.70 | 3.00 | -0.03% |
SSE Composite Index | 3,861.86 | 1.36 | 0.04% |