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.
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 |
|---|---|---|---|
| All Ordinaries | 8,886.00 | 2.30 | -0.03% |
| CAC 40 | 8,074.61 | 22.39 | -0.28% |
| DAX 40 | 23,710.86 | 121.42 | 0.51% |
| Dow JONES (US) | 47,474.46 | 185.13 | 0.39% |
| FTSE 100 | 9,701.80 | 0.73 | -0.01% |
| HKSE | 25,822.70 | 272.35 | -1.04% |
| NASDAQ | 23,413.67 | 137.75 | 0.59% |
| Nikkei 225 | 49,862.94 | 559.49 | 1.13% |
| NZX 50 Index | 13,514.71 | 11.94 | 0.09% |
| S&P 500 | 6,829.37 | 16.74 | 0.25% |
| S&P/ASX 200 | 8,587.30 | 3.00 | -0.03% |
| SSE Composite Index | 3,894.42 | 3.30 | -0.08% |