Morningstar Multi Asset Rl Ret Fd - Cl B

INT6454AU

Morningstar Multi Asset Rl Ret Fd - Cl B INT6454AU Strategy

A multi-asset Fund designed to take full advantage of current market valuations by investing in a high conviction portfolio of the most attractive assets on a reward for risk basis. Unlike more traditional diversified funds, the Fund is not constrained by a specific strategic benchmark or index. Underpinning the portfolio is an overarching focus on capital preservation over the targeted investment horizon.
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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Sustainable funds in NZ buck global trends

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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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KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,133.4018.80-0.21%
CAC 408,055.51105.331.32%
DAX 4023,959.99390.031.65%
Dow JONES (US)47,368.63381.530.81%
FTSE 1009,787.15104.581.08%
HKSE26,649.06163.160.62%
NASDAQ23,527.17522.642.27%
Nikkei 22551,440.43528.671.04%
NZX 50 Index13,591.0126.47-0.19%
S&P 5006,832.43103.631.54%
S&P/ASX 2008,856.2019.40-0.22%
SSE Composite Index4,018.6021.040.53%

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