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
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 | 9,001.40 | 59.90 | 0.67% |
| CAC 40 | 7,840.56 | 96.15 | 1.24% |
| DAX 40 | 24,193.28 | 151.38 | 0.63% |
| Dow JONES (US) | 44,502.44 | 179.37 | 0.40% |
| FTSE 100 | 9,065.10 | 41.29 | 0.46% |
| HKSE | 25,538.07 | 408.04 | 1.62% |
| NASDAQ | 20,892.69 | 81.49 | -0.39% |
| Nikkei 225 | 41,171.32 | 1,396.40 | 3.51% |
| NZX 50 Index | 12,794.06 | 39.68 | -0.31% |
| S&P 500 | 6,309.62 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,737.20 | 60.00 | 0.69% |
| SSE Composite Index | 3,582.30 | 0.44 | 0.01% |