Futurity Diversified Active Bal 2 DA5
FIG5250AU
Futurity Diversified Active Bal 2 DA5 FIG5250AU Strategy
The Fund aims to provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of companies and real estate securities listed on developed and emerging markets, and domestic and international fixed interest securities. The Fund will seek to target approximately 50% exposure to equities and 50% exposure to fixed interest assets.
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: July 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 | 9,102.10 | 11.70 | 0.13% |
| CAC 40 | 7,832.95 | 20.64 | -0.26% |
| DAX 40 | 23,483.16 | 156.25 | -0.66% |
| Dow JONES (US) | 46,315.27 | 172.85 | 0.37% |
| FTSE 100 | 9,221.39 | 4.72 | 0.05% |
| HKSE | 26,344.14 | 200.96 | -0.76% |
| NASDAQ | 22,631.48 | 160.75 | 0.72% |
| Nikkei 225 | 45,493.66 | 447.85 | 0.99% |
| NZX 50 Index | 13,141.54 | 90.12 | -0.68% |
| S&P 500 | 6,664.36 | 32.40 | 0.49% |
| S&P/ASX 200 | 8,810.90 | 11.40 | 0.13% |
| SSE Composite Index | 3,828.58 | 8.49 | 0.22% |