UniSuper Balanced Pen

44863

UniSuper Balanced Pen 44863 Strategy

To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.
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: September 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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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 Ordinaries9,094.0014.30-0.16%
CAC 408,074.236.700.08%
DAX 4024,049.74100.630.42%
Dow JONES (US)47,311.00225.760.48%
FTSE 1009,777.0862.120.64%
HKSE26,341.76406.351.57%
NASDAQ23,499.80151.160.65%
Nikkei 22550,768.89556.621.11%
NZX 50 Index13,580.4240.56-0.30%
S&P 5006,796.2924.740.37%
S&P/ASX 2008,822.1014.70-0.17%
SSE Composite Index4,003.9634.710.87%

Market Movers