Care Sustainable Balanced Pen

17281

Care Sustainable Balanced Pen 17281 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, while investing in industries and companies that are considered to have a sustainable future on environmental and/or social grounds.
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

funds

Listed Investment Companies monthly performance: November 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).
funds

What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
funds

AFIC on the speculative ASX boom, opportunities, and LIC discounts

AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward

Morningstar Investment Ideas

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