Westpac Active Balanced Trust
22368
Westpac Active Balanced Trust 22368 Strategy
Invests in a diversified range of assets including New Zealand and international cash, fixed interest securities and shares. Asset allocation benchmarks: cash 5%, Alternative Investments 5%, Listed Property 5%, International Fixed Interest 12%, International Equities 33%, NZ Fixed Interest 20%, NZ Equities 20%.
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 defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 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 | 8,683.90 | 11.50 | 0.13% |
| CAC 40 | 7,834.86 | 62.41 | 0.80% |
| DAX 40 | 22,778.98 | 216.10 | 0.96% |
| Dow JONES (US) | 45,216.14 | 49.50 | 0.11% |
| FTSE 100 | 10,226.76 | 98.80 | 0.98% |
| HKSE | 24,788.14 | 37.35 | 0.15% |
| NASDAQ | 20,794.64 | 153.72 | -0.73% |
| Nikkei 225 | 51,063.72 | 822.13 | -1.58% |
| NZX 50 Index | 12,912.11 | 163.19 | 1.28% |
| S&P 500 | 6,343.72 | 25.13 | -0.39% |
| S&P/ASX 200 | 8,481.80 | 4.60 | 0.05% |
| SSE Composite Index | 3,891.86 | 31.43 | -0.80% |