State Street Passive Balanced Trust
SST0016AU
State Street Passive Balanced Trust SST0016AU Strategy
Full replication for equity and listed property; index sampling techniques for fixed income; and a re-balancing strategy. Strategic asset allocation: Australian equities 35%; international equities 25%;Emerging markets equities 2%; Australian listed property 6%;International Listed Property 4%; Australian fixed income 10%; International Fixed income 15% and cash 5%.
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 | 9,170.80 | 7.10 | 0.08% |
| CAC 40 | 7,908.74 | 53.65 | -0.67% |
| DAX 40 | 22,921.59 | 246.49 | -1.06% |
| Dow JONES (US) | 46,584.46 | 85.42 | -0.18% |
| FTSE 100 | 10,348.79 | 87.50 | -0.84% |
| HKSE | 25,903.46 | 786.93 | 3.13% |
| NASDAQ | 22,017.85 | 21.51 | 0.10% |
| Nikkei 225 | 56,383.23 | 2,953.67 | 5.53% |
| NZX 50 Index | 13,253.94 | 184.28 | 1.41% |
| S&P 500 | 6,616.85 | 5.02 | 0.08% |
| S&P/ASX 200 | 8,957.60 | 15.20 | -0.17% |
| SSE Composite Index | 3,985.11 | 94.95 | 2.44% |