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 | 8,934.30 | 45.10 | -0.50% |
| CAC 40 | 7,834.58 | 16.30 | 0.21% |
| DAX 40 | 24,217.50 | 78.43 | -0.32% |
| Dow JONES (US) | 44,899.23 | 205.32 | 0.46% |
| FTSE 100 | 9,120.31 | 18.06 | -0.20% |
| HKSE | 25,388.35 | 278.83 | -1.09% |
| NASDAQ | 21,134.23 | 76.27 | 0.36% |
| Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
| NZX 50 Index | 12,853.46 | 48.33 | 0.38% |
| S&P 500 | 6,392.01 | 28.66 | 0.45% |
| S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
| SSE Composite Index | 3,593.66 | 12.07 | -0.33% |