LIB - Vanguard Balanced Index Fd O

LIF0709AU

LIB - Vanguard Balanced Index Fd O LIF0709AU Strategy

The portfolio targets a 50% allocation to income oriented assets and 50% to growth oriented assets. The Fund holds units in the following underlying funds, including but not limited to: Vanguard Aust. Fixed Interest Index Fund, Vanguard Global Aggregate Bond Index Fund (Hedged), Vanguard Aust. Shares Index Fund, Vanguard Intl Shares Index Fund, Vanguard Intl Shares Index Fund (Hedged), Vanguard Intl Small Companies Index Fund, Vanguard Emerging Markets Shares Index Fund.
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

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).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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).

Morningstar Investment Ideas

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