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: December 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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,268.50 | 94.30 | 1.03% |
| CAC 40 | 8,164.45 | 33.30 | 0.41% |
| DAX 40 | 24,915.71 | 17.37 | -0.07% |
| Dow JONES (US) | 49,412.40 | 313.69 | 0.64% |
| FTSE 100 | 10,215.04 | 66.19 | 0.65% |
| HKSE | 27,126.95 | 361.43 | 1.35% |
| NASDAQ | 23,601.36 | 100.11 | 0.43% |
| Nikkei 225 | 53,333.54 | 448.29 | 0.85% |
| NZX 50 Index | 13,510.88 | 50.14 | 0.37% |
| S&P 500 | 6,950.23 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,941.60 | 96.50 | 1.09% |
| SSE Composite Index | 4,139.90 | 7.30 | 0.18% |