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Nikko AM KiwiSaver Scheme Balanced

24622

Nikko AM KiwiSaver Scheme Balanced 24622 Strategy

To achieve a return which exceeds the benchmark by 1.50% p.a. over a rolling three year period before fees, expenses and taxes.
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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,063.10 2.40 -0.03%
CAC 40 8,075.68 79.04 0.99%
DAX 40 18,430.05 254.84 1.40%
Dow JONES (US) 38,884.26 31.99 0.08%
FTSE 100 8,313.67 100.18 1.22%
HKSE 18,378.69 100.68 -0.54%
NASDAQ 16,332.55 16.69 -0.10%
Nikkei 225 38,294.58 540.52 -1.39%
NZX 50 Index 11,782.89 17.89 -0.15%
S&P 500 5,187.70 6.96 0.13%
S&P/ASX 200 7,791.70 1.60 -0.02%
SSE Composite Index 3,135.04 12.70 -0.40%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Telstra Group Ltd TLS 3.65 0.01 0.14%
Imugene Ltd IMU 0.08 0.00 0.00%
Peninsula Energy Ltd PEN 0.12 0.00 -2.08%
The Star Entertainment Group Ltd SGR 0.46 0.01 -1.61%
Pantoro Ltd PNR 0.09 0.00 -4.44%
Red 5 Ltd RED 0.45 0.01 1.70%
Australian Vanadium Ltd AVL 0.01 0.00 3.57%
Mesoblast Ltd MSB 1.13 0.05 -4.26%
Botanix Pharmaceuticals Ltd BOT 0.29 0.02 5.56%