UBS Balanced Investment Fund
SBC0815AU
UBS Balanced Investment Fund SBC0815AU Strategy
Our portfolio management team will build a diverisifed portfolio by allocating to different asset classes anywhere within the allowable ranges, by normally investing in other UBS managed funds, third-party funds and through a range of instruments.
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
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Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 2026
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 | 9,125.30 | 32.40 | -0.35% |
| CAC 40 | 8,103.84 | 290.48 | -3.46% |
| DAX 40 | 23,753.02 | 884.98 | -3.59% |
| Dow JONES (US) | 48,561.44 | 343.34 | -0.70% |
| FTSE 100 | 10,452.50 | 327.61 | -3.04% |
| HKSE | 25,265.05 | 503.03 | -1.95% |
| NASDAQ | 22,516.69 | 232.17 | -1.02% |
| Nikkei 225 | 54,090.11 | 2,188.94 | -3.89% |
| NZX 50 Index | 13,500.14 | 156.51 | -1.15% |
| S&P 500 | 6,827.79 | 53.83 | -0.78% |
| S&P/ASX 200 | 8,906.10 | 30.90 | -0.35% |
| SSE Composite Index | 4,086.29 | 36.38 | -0.88% |