Simplicity Balanced Investment Fund
24323
Simplicity Balanced Investment Fund 24323 Strategy
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.
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Listed Investment Companies monthly performance: July 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 9,057.60 | 48.70 | -0.53% |
CAC 40 | 7,826.35 | 45.67 | -0.58% |
DAX 40 | 23,559.57 | 51.76 | -0.22% |
Dow JONES (US) | 46,292.78 | 88.76 | -0.19% |
FTSE 100 | 9,209.44 | 13.88 | -0.15% |
HKSE | 26,518.65 | 359.53 | 1.37% |
NASDAQ | 22,573.47 | 215.50 | -0.95% |
Nikkei 225 | 45,630.31 | 136.65 | 0.30% |
NZX 50 Index | 13,181.31 | 44.77 | 0.34% |
S&P 500 | 6,656.92 | 36.83 | -0.55% |
S&P/ASX 200 | 8,764.50 | 50.50 | -0.57% |
SSE Composite Index | 3,853.64 | 31.81 | 0.83% |