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ANZ FIP-Income ANZ0258AU Strategy

Invests primarily in Australian and international fixed interest, mortgages, private sector debt, and cash, with diversification though a limited exposure to Australian shares and property. Asset allocation ranges (with benchmarks in brackets): Aust shares 0-20% (10%), Aust property securities 0-15% (5%), Aust fixed interest 0-50% (15%), international fixed interest 0-50% (10%), Aust private sector debt 0-30% (10%), mortgages 0-30% (0%), liquidity 20-70% (50%). Total growth 5-25% (15%) and income 75-95% (85%).
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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Listed Investment Companies monthly performance: April 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).
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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.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,974.80 27.70 -0.35%
CAC 40 7,512.00 196.02 -2.54%
DAX 40 18,020.13 245.55 -1.34%
Dow JONES (US) 38,647.10 65.11 -0.17%
FTSE 100 8,117.76 45.91 -0.56%
HKSE 17,941.78 170.85 -0.94%
NASDAQ 17,667.56 59.13 0.34%
Nikkei 225 38,814.56 94.09 0.24%
NZX 50 Index 11,864.89 7.75 -0.07%
S&P 500 5,433.74 12.71 0.23%
S&P/ASX 200 7,724.30 25.40 -0.33%
SSE Composite Index 3,032.63 3.71 0.12%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.24 0.08 -2.41%
Peninsula Energy Ltd PEN 0.11 0.01 5.00%
Sayona Mining Ltd SYA 0.04 0.00 -2.70%
Zip Co Ltd ZIP 1.45 0.14 10.27%
Orora Ltd ORA 1.96 0.10 -4.63%
South32 Ltd S32 3.66 0.02 0.55%
Tabcorp Holdings Ltd TAH 0.66 0.06 10.08%
Adbri Ltd ABC 3.19 0.00 0.00%
Resolute Mining Ltd RSG 0.51 0.04 -7.27%
Core Lithium Ltd CXO 0.09 0.00 -2.13%