SIL Balanced Plus Fund
22238
SIL Balanced Plus Fund 22238 Strategy
The Fund invests mainly in growth assets (equities, listed property and listed infrastructure) with some exposure to income assets (cash and cash equivalents and fixed interest). The fund also can have a small exposure to alternative assets. The fund aims to achieve a return (after the fund charge and before tax) on average over rolling three year periods that outperforms the composite index.
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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Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
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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).
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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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,039.20 | 2.30 | 0.03% |
| CAC 40 | 8,195.21 | 45.71 | 0.56% |
| DAX 40 | 24,539.34 | 48.93 | 0.20% |
| Dow JONES (US) | 48,382.39 | 319.10 | 0.66% |
| FTSE 100 | 9,951.14 | 19.76 | 0.20% |
| HKSE | 26,316.55 | 21.92 | -0.08% |
| NASDAQ | 23,235.63 | 6.36 | -0.03% |
| Nikkei 225 | 51,764.27 | 1,424.79 | 2.83% |
| NZX 50 Index | 13,587.23 | 38.81 | 0.29% |
| S&P 500 | 6,858.47 | 12.97 | 0.19% |
| S&P/ASX 200 | 8,734.20 | 8.20 | 0.09% |
| SSE Composite Index | 4,011.45 | 42.61 | 1.07% |