Morningstar Investor users sign in here.

AIA SPS - Balanced PRU0112AU Strategy

Invests in a range of assets including Australian and international equities; property; fixed interest securities; and cash; with a heavier weighting towards equity investments. Asset allocation ranges: international equities 0-30%; Australian equities 30-50%; direct/listed property 5-20%; international/Australian fixed interest 10-40%; cash 0-30%.
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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,029.00 34.80 0.44%
CAC 40 8,187.65 56.24 0.69%
DAX 40 18,686.60 188.22 1.02%
Dow JONES (US) 39,387.76 331.37 0.85%
FTSE 100 8,381.35 27.30 0.33%
HKSE 18,833.92 296.11 1.60%
NASDAQ 16,346.26 43.51 0.27%
Nikkei 225 38,273.43 199.45 0.52%
NZX 50 Index 11,737.68 8.90 -0.08%
S&P 500 5,214.08 26.41 0.51%
S&P/ASX 200 7,756.70 35.10 0.45%
SSE Composite Index 3,147.25 7.07 -0.22%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 7.50%
Imugene Ltd IMU 0.07 0.00 5.00%
Core Lithium Ltd CXO 0.15 0.01 3.45%
De Grey Mining Ltd DEG 1.24 0.01 -0.93%
Lake Resources NL LKE 0.07 0.00 4.84%
Liontown Resources Ltd LTR 1.39 0.01 -0.89%
Pilbara Minerals Ltd PLS 4.13 0.05 -1.08%
Australian Vanadium Ltd AVL 0.02 0.00 7.14%
Beach Energy Ltd BPT 1.70 0.07 4.31%
Base Resources Ltd BSE 0.26 0.02 6.12%