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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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

The investment that sidesteps the new tax traps

A rundown on insurance bonds.
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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 Ordinaries9,298.509.60-0.10%
CAC 408,460.0641.85-0.49%
DAX 4025,929.35161.98-0.62%
Dow JONES (US)53,463.05119.650.22%
FTSE 10010,690.0053.35-0.50%
HKSE25,698.49203.420.80%
NASDAQ26,331.0941.380.16%
Nikkei 22566,216.79890.371.36%
NZX 50 Index13,919.829.85-0.07%
S&P 5007,707.9816.220.21%
S&P/ASX 2009,083.8018.00-0.20%
SSE Composite Index3,903.729.300.24%

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