MyNorth Index Balanced
IPA0182AU
MyNorth Index Balanced IPA0182AU Strategy
The fund seeks to invest a diversified mix of growth and defensive assets. Growth assets such as shares and property will have an average allocation over time of around 70%, with the balance in defensive assets such as cash and fixed interest. The fund seeks to invest by using a range of specialist investment managers.
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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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
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).
funds
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 | 26.90 | 0.29% |
| CAC 40 | 8,618.83 | 2.10 | -0.02% |
| DAX 40 | 25,298.97 | 9.95 | 0.04% |
| Dow JONES (US) | 49,499.20 | 17.05 | 0.03% |
| FTSE 100 | 10,880.55 | 33.85 | 0.31% |
| 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 | 23.30 | 0.25% |
| SSE Composite Index | 4,162.88 | 16.25 | 0.39% |