Simplicity Balanced Investment Fund
24323
Simplicity Balanced Investment Fund 24323 Strategy
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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: 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).
funds
Listed Investment Companies monthly performance: May 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 | 9,001.40 | 59.90 | 0.67% |
| CAC 40 | 7,850.43 | 106.02 | 1.37% |
| DAX 40 | 24,240.82 | 198.92 | 0.83% |
| Dow JONES (US) | 45,010.29 | 507.85 | 1.14% |
| FTSE 100 | 9,061.49 | 37.68 | 0.42% |
| HKSE | 25,538.07 | 408.04 | 1.62% |
| NASDAQ | 21,020.02 | 127.33 | 0.61% |
| Nikkei 225 | 41,171.32 | 1,396.40 | 3.51% |
| NZX 50 Index | 12,794.06 | 39.68 | -0.31% |
| S&P 500 | 6,358.91 | 49.29 | 0.78% |
| S&P/ASX 200 | 8,737.20 | 60.00 | 0.69% |
| SSE Composite Index | 3,582.30 | 0.44 | 0.01% |