KeyInvest Funeral Bond - Balanced Index
IOF4575AU
KeyInvest Funeral Bond - Balanced Index IOF4575AU Strategy
The Fund provides low cost access to a range of
sector funds, offering broad diversification across
multiple asset classes. The Balanced Index Fund is
designed for investors seeking a balance between
income and capital growth. The Fund targets a 50%
allocation to income asset classes and a 50%
allocation to growth asset classes.
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 | 9,028.80 | 106.80 | 1.20% |
| CAC 40 | 7,621.04 | 10.97 | -0.14% |
| DAX 40 | 23,846.07 | 88.38 | 0.37% |
| Dow JONES (US) | 44,111.74 | 61.90 | -0.14% |
| FTSE 100 | 9,142.73 | 14.43 | 0.16% |
| HKSE | 24,902.53 | 169.08 | 0.68% |
| NASDAQ | 20,916.55 | 137.03 | -0.65% |
| Nikkei 225 | 40,549.54 | 258.84 | 0.64% |
| NZX 50 Index | 12,877.04 | 193.00 | 1.52% |
| S&P 500 | 6,299.19 | 30.75 | -0.49% |
| S&P/ASX 200 | 8,770.40 | 106.70 | 1.23% |
| SSE Composite Index | 3,617.60 | 34.29 | 0.96% |