Morningstar Balanced Real Return B

INT0029AU

Morningstar Balanced Real Return B INT0029AU Strategy

An actively managed multi-asset Fund with a long term average exposure of around 50% to growth assets such as shares, property and infrastructure and around 50% exposure to defensive assets such as cash and fixed interest. The Fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The Fund aims to deliver real returns whilst preserving capital 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

funds

Chart of the Week: The resounding impact of fees on your fund’s success

An updated look at the enduring predictive power of fees.
funds

Listed Investment Companies monthly performance: March 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).
funds

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,945.2066.700.75%
CAC 408,207.8934.780.43%
DAX 4025,177.807.09-0.03%
Dow JONES (US)50,644.28182.600.36%
FTSE 10010,505.0113.620.13%
HKSE25,328.23271.22-1.06%
NASDAQ26,674.7318.550.07%
Nikkei 22564,999.413.320.01%
NZX 50 Index13,227.81158.071.21%
S&P 5007,520.361.240.02%
S&P/ASX 2008,717.7065.500.76%
SSE Composite Index4,093.7351.65-1.25%

Market Movers