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
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Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
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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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,117.10 | 40.60 | -0.44% |
| CAC 40 | 8,108.05 | 4.21 | 0.05% |
| DAX 40 | 23,852.82 | 62.17 | 0.26% |
| Dow JONES (US) | 48,501.27 | 403.51 | -0.83% |
| FTSE 100 | 10,473.48 | 10.65 | -0.10% |
| HKSE | 25,249.48 | 518.60 | -2.01% |
| NASDAQ | 22,516.69 | 232.17 | -1.02% |
| Nikkei 225 | 54,245.54 | 2,033.51 | -3.61% |
| NZX 50 Index | 13,531.12 | 89.09 | -0.65% |
| S&P 500 | 6,816.63 | 64.99 | -0.94% |
| S&P/ASX 200 | 8,901.20 | 35.80 | -0.40% |
| SSE Composite Index | 4,082.47 | 40.20 | -0.98% |