MLC CG Inv Bond-MIF Balanced
NFS0214AU
MLC CG Inv Bond-MIF Balanced NFS0214AU Strategy
Maintains a balanced spread of investments between growth and defensive assets. The likelihood of the portfolio incurring a negative return in any particular year is moderate.
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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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 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).
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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,258.20 | 2.60 | -0.03% |
| CAC 40 | 8,497.17 | 18.32 | -0.22% |
| DAX 40 | 24,991.97 | 268.72 | -1.06% |
| Dow JONES (US) | 48,804.06 | 821.91 | -1.66% |
| FTSE 100 | 10,684.74 | 2.15 | -0.02% |
| HKSE | 27,081.91 | 668.56 | 2.53% |
| NASDAQ | 22,627.27 | 258.79 | -1.13% |
| Nikkei 225 | 57,017.98 | 192.28 | 0.34% |
| NZX 50 Index | 13,481.65 | 61.22 | 0.46% |
| S&P 500 | 6,837.75 | 71.76 | -1.04% |
| S&P/ASX 200 | 9,033.80 | 0.60 | -0.01% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |