MLC MK TAP - MLC Conservative Balanced

NUL3664AU

MLC MK TAP - MLC Conservative Balanced NUL3664AU Strategy

A diversified portfolio that has a balanced weighting towards the more traditionally stable, defensive asset classes of cash and fixed income, and those assets that tend to provide higher levels of long-term growth (eg shares). Our investment experts actively adjust the asset weightings to improve return potential or reduce its risk.
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

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KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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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).

Morningstar Investment Ideas

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NZX 50 Index13,444.0223.27-0.17%
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SSE Composite Index4,065.5810.33-0.25%

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