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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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
What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,151.80 | 0.10 | 0.00% |
| CAC 40 | 8,330.97 | 16.23 | -0.19% |
| DAX 40 | 25,286.24 | 134.42 | -0.53% |
| Dow JONES (US) | 49,149.63 | 42.36 | -0.09% |
| FTSE 100 | 10,184.35 | 47.00 | 0.46% |
| HKSE | 26,999.81 | 151.34 | 0.56% |
| NASDAQ | 23,471.75 | 238.13 | -1.00% |
| Nikkei 225 | 54,341.23 | 792.07 | 1.48% |
| NZX 50 Index | 13,741.46 | 16.25 | -0.12% |
| S&P 500 | 6,926.60 | 37.14 | -0.53% |
| S&P/ASX 200 | 8,820.60 | 1.20 | -0.01% |
| SSE Composite Index | 4,126.09 | 12.67 | -0.31% |