Macquarie Balanced Growth
MAQ0048AU
Macquarie Balanced Growth MAQ0048AU Strategy
The Fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with some exposure to cash and fixed interest. It aims to deliver above index returns through an active investment approach that identifies and pursues investment opportunities within set limits through a combination of active management within each asset class and tactical asset allocation across asset classes to meet the objective of the Fund.
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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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).
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,624.56 | 65.49 | 0.77% |
| DAX 40 | 25,290.99 | 115.05 | 0.46% |
| Dow JONES (US) | 49,467.74 | 14.41 | -0.03% |
| FTSE 100 | 10,822.36 | 15.95 | 0.15% |
| HKSE | 26,381.02 | 384.70 | -1.44% |
| NASDAQ | 22,788.47 | 363.61 | -1.57% |
| Nikkei 225 | 58,753.39 | 170.27 | 0.29% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,889.85 | 56.28 | -0.81% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,146.63 | 0.60 | -0.01% |