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.
Funds News & Analysis
funds
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,298.50 | 9.60 | -0.10% |
| CAC 40 | 8,453.09 | 48.82 | -0.57% |
| DAX 40 | 25,983.04 | 108.29 | -0.42% |
| Dow JONES (US) | 53,065.31 | 397.74 | -0.74% |
| FTSE 100 | 10,748.16 | 4.81 | 0.04% |
| HKSE | 25,698.49 | 203.42 | 0.80% |
| NASDAQ | 26,152.09 | 179.00 | -0.68% |
| Nikkei 225 | 66,216.79 | 890.37 | 1.36% |
| NZX 50 Index | 13,919.82 | 9.85 | -0.07% |
| S&P 500 | 7,683.22 | 24.76 | -0.32% |
| S&P/ASX 200 | 9,083.80 | 18.00 | -0.20% |
| SSE Composite Index | 3,903.72 | 9.30 | 0.24% |