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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Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
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Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
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It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,274.20 | 6.40 | 0.07% |
| CAC 40 | 8,361.36 | 28.49 | 0.34% |
| DAX 40 | 26,771.88 | 109.11 | 0.41% |
| Dow JONES (US) | 52,657.61 | 171.12 | 0.33% |
| FTSE 100 | 10,863.09 | 27.62 | 0.25% |
| HKSE | 24,008.55 | 307.37 | -1.26% |
| NASDAQ | 25,488.72 | 22.53 | 0.09% |
| Nikkei 225 | 60,819.36 | 359.78 | 0.60% |
| NZX 50 Index | 14,259.23 | 91.82 | 0.65% |
| S&P 500 | 7,632.58 | 13.20 | 0.17% |
| S&P/ASX 200 | 9,146.80 | 17.80 | 0.19% |
| SSE Composite Index | 3,655.83 | 24.81 | -0.67% |