UBS Balanced Investment Fund
SBC0815AU
UBS Balanced Investment Fund SBC0815AU Strategy
Our portfolio management team will build a diverisifed portfolio by allocating to different asset classes anywhere within the allowable ranges, by normally investing in other UBS managed funds, third-party funds and through a range of instruments.
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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Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 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 | 9,117.10 | 303.40 | -3.22% |
| CAC 40 | 8,195.90 | 92.06 | 1.14% |
| DAX 40 | 24,209.42 | 418.77 | 1.76% |
| Dow JONES (US) | 48,750.59 | 249.32 | 0.51% |
| FTSE 100 | 10,571.06 | 209.05 | -1.94% |
| HKSE | 25,249.48 | 1,131.54 | -4.29% |
| NASDAQ | 22,824.15 | 307.46 | 1.37% |
| Nikkei 225 | 54,245.54 | 4,507.85 | -7.67% |
| NZX 50 Index | 13,531.12 | 139.59 | -1.02% |
| S&P 500 | 6,869.78 | 53.15 | 0.78% |
| S&P/ASX 200 | 8,901.20 | 280.50 | -3.05% |
| SSE Composite Index | 4,082.47 | 40.20 | -0.98% |