Team Balanced Pension

45733

Team Balanced Pension 45733 Strategy

Invests mainly in shares and fixed income, with a small allocation to property, infrastructure and other alternatives. Shares are a growth asset that have the potential to provide high long-term returns, but also have the highest short-term risk. Fixed income is a defensive asset that reduces some short-term risk, but provides lower long-term returns.
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: March 2026

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

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
funds

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

Morningstar Investment Ideas

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