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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Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
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Morningstar Investment Ideas
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| S&P 500 | 7,707.98 | 16.22 | 0.21% |
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