ART Balanced Risk Adjusted Pen
44340
ART Balanced Risk Adjusted Pen 44340 Strategy
An annual return of CPI+ 3.5% (after fees and tax), measured over rolling 10-year periods.
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
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
funds
Listed Investment Companies monthly performance: October 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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,918.70 | 27.80 | 0.31% |
| CAC 40 | 8,118.98 | 19.51 | 0.24% |
| DAX 40 | 23,837.60 | 69.64 | 0.29% |
| Dow JONES (US) | 47,707.84 | 280.72 | 0.59% |
| FTSE 100 | 9,726.11 | 32.18 | 0.33% |
| HKSE | 25,858.89 | 87.04 | -0.34% |
| NASDAQ | 23,302.64 | 87.95 | 0.38% |
| Nikkei 225 | 50,253.91 | 86.81 | 0.17% |
| NZX 50 Index | 13,489.15 | 56.95 | 0.42% |
| S&P 500 | 6,838.79 | 26.18 | 0.38% |
| S&P/ASX 200 | 8,614.10 | 22.30 | 0.26% |
| SSE Composite Index | 3,888.60 | 13.34 | 0.34% |