Care Balanced Pen
17280
Care Balanced Pen 17280 Strategy
This option aims to achieve relatively high returns in the medium to long term, subject to short-term variations in returns within acceptable limits. It invests in a diversified mixture of assets with emphasis on Australian and overseas shares and alternatives.
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: 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,085.10 | 36.30 | 0.40% |
| CAC 40 | 7,993.49 | 52.31 | -0.65% |
| DAX 40 | 23,591.03 | 224.72 | -0.94% |
| Dow JONES (US) | 47,481.94 | 472.80 | -0.99% |
| FTSE 100 | 10,284.75 | 129.19 | -1.24% |
| HKSE | 25,757.29 | 435.95 | 1.72% |
| NASDAQ | 22,503.40 | 245.59 | -1.08% |
| Nikkei 225 | 55,620.84 | 342.78 | 0.62% |
| NZX 50 Index | 13,519.35 | 98.54 | -0.72% |
| S&P 500 | 6,760.60 | 70.11 | -1.03% |
| S&P/ASX 200 | 8,851.00 | 25.80 | 0.29% |
| SSE Composite Index | 4,124.19 | 15.63 | 0.38% |