Allan Gray Australia Balanced Fund
ETL4654AU
Allan Gray Australia Balanced Fund ETL4654AU Strategy
• Contrarian – the fund take a contrarian approach to investing by resisting popular trends and uncovering opportunities in areas where nobody else is looking. • Long-term – the fund takes a long-term view. In a competitive market, practicing patience can give you a distinct advantage. • Fundamental – the fund concentrate on understanding an investment’s intrinsic value, and the fundamentals that determine value, rather than trying to forecast the next price move.
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
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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).
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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 | 9,267.50 | 67.10 | -0.72% |
| CAC 40 | 8,515.49 | 116.71 | 1.39% |
| DAX 40 | 25,260.69 | 217.12 | 0.87% |
| Dow JONES (US) | 49,625.97 | 230.81 | 0.47% |
| FTSE 100 | 10,686.89 | 59.85 | 0.56% |
| HKSE | 26,949.26 | 535.91 | 2.03% |
| NASDAQ | 22,886.07 | 203.34 | 0.90% |
| Nikkei 225 | 56,825.70 | 642.13 | -1.12% |
| NZX 50 Index | 13,372.29 | 63.77 | 0.48% |
| S&P 500 | 6,909.51 | 47.62 | 0.69% |
| S&P/ASX 200 | 9,041.20 | 68.90 | -0.76% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |