Foundation Balanced
WPC0008AU
Foundation Balanced WPC0008AU Strategy
The Fund is intended to be suitable for investors seeking a diversified portfolio of investments, spread across different asset types.
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.
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Listed Investment Companies monthly performance: March 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 | 8,969.80 | 23.20 | 0.26% |
| CAC 40 | 8,195.70 | 12.36 | 0.15% |
| DAX 40 | 25,181.04 | 76.34 | 0.30% |
| Dow JONES (US) | 51,032.46 | 363.49 | 0.72% |
| FTSE 100 | 10,395.23 | 14.05 | -0.13% |
| HKSE | 25,398.18 | 215.79 | 0.86% |
| NASDAQ | 26,972.62 | 55.15 | 0.20% |
| Nikkei 225 | 66,934.33 | 604.83 | 0.91% |
| NZX 50 Index | 13,244.55 | 38.44 | 0.29% |
| S&P 500 | 7,580.06 | 16.43 | 0.22% |
| S&P/ASX 200 | 8,729.40 | 19.40 | 0.22% |
| SSE Composite Index | 4,057.74 | 10.83 | -0.27% |