MyNorth Index Balanced
IPA0182AU
MyNorth Index Balanced IPA0182AU Strategy
The fund seeks to invest a diversified mix of growth and defensive assets. Growth assets such as shares and property will have an average allocation over time of around 70%, with the balance in defensive assets such as cash and fixed interest. The fund seeks to invest by using a range of specialist investment managers.
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: September 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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,034.50 | 50.40 | -0.55% |
| CAC 40 | 8,232.49 | 8.75 | -0.11% |
| DAX 40 | 24,041.62 | 339.84 | -1.39% |
| Dow JONES (US) | 47,457.22 | 797.60 | -1.65% |
| FTSE 100 | 9,807.68 | 103.74 | -1.05% |
| HKSE | 27,073.03 | 150.30 | 0.56% |
| NASDAQ | 22,870.36 | 536.10 | -2.29% |
| Nikkei 225 | 51,281.83 | 218.52 | 0.43% |
| NZX 50 Index | 13,533.00 | 64.87 | -0.48% |
| S&P 500 | 6,737.49 | 113.43 | -1.66% |
| S&P/ASX 200 | 8,753.40 | 46.00 | -0.52% |
| SSE Composite Index | 4,029.50 | 29.36 | 0.73% |