Simplicity KiwiSaver Balanced Fund
24051
Simplicity KiwiSaver Balanced Fund 24051 Strategy
The funds strategic benchmark is 56% growth assets, 44% income assets.
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
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
funds
Listed Investment Companies monthly performance: October 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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,909.50 | 20.60 | 0.23% |
| CAC 40 | 8,114.74 | 7.29 | -0.09% |
| DAX 40 | 24,028.14 | 146.11 | 0.61% |
| Dow JONES (US) | 47,954.99 | 104.05 | 0.22% |
| FTSE 100 | 9,667.01 | 43.86 | -0.45% |
| HKSE | 25,797.95 | 287.13 | -1.10% |
| NASDAQ | 23,578.13 | 72.99 | 0.31% |
| Nikkei 225 | 50,532.67 | 40.80 | 0.08% |
| NZX 50 Index | 13,486.32 | 2.33 | 0.02% |
| S&P 500 | 6,870.40 | 13.28 | 0.19% |
| S&P/ASX 200 | 8,618.80 | 23.20 | 0.27% |
| SSE Composite Index | 3,927.19 | 24.39 | 0.62% |