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

The investment philosophy that convinced advisers to stop chasing winners

The investment manager that every adviser knows, but many individual investors don’t.
funds

6 Investment Lessons from legendary fund manager

Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,034.6016.00-0.18%
CAC 408,382.4315.580.19%
DAX 4024,999.53147.50-0.59%
Dow JONES (US)52,658.64150.370.29%
FTSE 10010,515.9213.47-0.13%
HKSE24,681.10340.371.40%
NASDAQ26,269.23162.220.62%
Nikkei 22568,751.511,008.011.49%
NZX 50 Index13,635.0716.15-0.12%
S&P 5007,572.4028.810.38%
S&P/ASX 2008,841.1015.90-0.18%
SSE Composite Index3,955.5811.55-0.29%

Market Movers