10Invest Vanguard Balanced Index
LIF3239AU
10Invest Vanguard Balanced Index LIF3239AU Strategy
The Fund invests in a diversified portfolio of securities. It targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. The Fund holds units in underlying funds including but not limited to:
- Vanguard Australian Fixed Interest Index Fund
- Vanguard Global Aggregate Bond Index Fund (Hedged)
- Vanguard Australian Shares Index Fund
- Vanguard International Shares Index Fund
- Vanguard International Shares Index Fund (Hedged)
- Vanguard International Small Companies 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
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Listed Investment Companies monthly performance: June 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
Listed Investment Companies monthly performance: May 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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,079.60 | 22.40 | -0.25% |
| CAC 40 | 7,709.32 | 74.29 | 0.97% |
| DAX 40 | 24,192.50 | 268.14 | 1.12% |
| Dow JONES (US) | 43,968.64 | 224.48 | -0.51% |
| FTSE 100 | 9,100.77 | 63.54 | -0.69% |
| HKSE | 24,845.78 | 235.85 | -0.94% |
| NASDAQ | 21,242.70 | 73.27 | 0.35% |
| Nikkei 225 | 41,814.26 | 755.11 | 1.84% |
| NZX 50 Index | 12,844.63 | 42.47 | -0.33% |
| S&P 500 | 6,340.00 | 5.06 | -0.08% |
| S&P/ASX 200 | 8,811.60 | 19.80 | -0.22% |
| SSE Composite Index | 3,636.88 | 2.79 | -0.08% |