Mercer Indexed Balanced
WFS0590AU
Mercer Indexed Balanced WFS0590AU Strategy
The Fund invests in a diverse mix of assets with both income-producing assets (around 30%) of cash and fixed interest, and growth assets (around 70%) including shares and property. The Fund’s exposure to these asset classes will be obtained by investing directly into sector specific funds.
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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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 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 | 8,712.80 | 44.30 | 0.51% |
| CAC 40 | 7,762.69 | 6.62 | -0.09% |
| DAX 40 | 22,582.12 | 30.85 | -0.14% |
| Dow JONES (US) | 45,960.11 | 469.38 | -1.01% |
| FTSE 100 | 10,006.67 | 34.50 | 0.35% |
| HKSE | 24,959.95 | 103.52 | 0.42% |
| NASDAQ | 21,408.08 | 521.74 | -2.38% |
| Nikkei 225 | 53,373.07 | 230.58 | -0.43% |
| NZX 50 Index | 12,935.39 | 41.60 | -0.32% |
| S&P 500 | 6,477.16 | 114.74 | -1.74% |
| S&P/ASX 200 | 8,516.30 | 44.70 | 0.53% |
| SSE Composite Index | 3,913.72 | 24.64 | 0.63% |