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: 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.
funds

AFIC on the speculative ASX boom, opportunities, and LIC discounts

AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward

Morningstar Investment Ideas

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