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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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 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).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| Dow JONES (US) | 47,954.99 | 104.05 | 0.22% |
| NASDAQ | 23,578.13 | 72.99 | 0.31% |
| S&P 500 | 6,870.40 | 13.28 | 0.19% |