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
funds
Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
funds
Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds
It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,205.20 | 250.30 | 2.80% |
| CAC 40 | 8,177.89 | 157.58 | 1.96% |
| DAX 40 | 26,437.67 | 573.05 | 2.22% |
| Dow JONES (US) | 53,356.12 | 1,569.40 | 3.03% |
| FTSE 100 | 10,829.21 | 190.78 | 1.79% |
| HKSE | 24,778.93 | 859.43 | 3.59% |
| NASDAQ | 25,736.51 | 364.50 | 1.44% |
| Nikkei 225 | 61,077.90 | 1,110.73 | -1.79% |
| NZX 50 Index | 14,090.97 | 307.52 | 2.23% |
| S&P 500 | 7,688.62 | 119.70 | 1.58% |
| S&P/ASX 200 | 9,065.10 | 230.60 | 2.61% |
| SSE Composite Index | 3,685.98 | 0.19 | -0.01% |