AUI Balanced Growth Portfolio
AUS0100AU
AUI Balanced Growth Portfolio AUS0100AU Strategy
The fund seeks to invest in a diversified portfolio of shares; property securities; fixed interest; mortgages and cash. Investments will be made in accordance with the following parameters: Australian shares 30-40% (35%); international shares 20-30% (25%); property 5-15% (10%); Australian fixed interest 10-20% (15%); mortgages 5-15% (10%); cash 0-10% (5%).
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
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
funds
Listed Investment Companies monthly performance: October 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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,866.40 | 56.60 | -0.63% |
| CAC 40 | 8,097.00 | 25.71 | -0.32% |
| DAX 40 | 23,589.44 | 247.35 | -1.04% |
| Dow JONES (US) | 47,289.33 | 427.09 | -0.90% |
| FTSE 100 | 9,702.53 | 17.98 | -0.18% |
| HKSE | 26,033.26 | 174.37 | 0.67% |
| NASDAQ | 23,275.92 | 89.76 | -0.38% |
| Nikkei 225 | 49,303.28 | 950.63 | -1.89% |
| NZX 50 Index | 13,442.77 | 5.72 | -0.04% |
| S&P 500 | 6,812.63 | 36.46 | -0.53% |
| S&P/ASX 200 | 8,565.20 | 48.90 | -0.57% |
| SSE Composite Index | 3,914.01 | 25.41 | 0.65% |