State Street Passive Balanced Trust
SST0016AU
State Street Passive Balanced Trust SST0016AU Strategy
Full replication for equity and listed property; index sampling techniques for fixed income; and a re-balancing strategy. Strategic asset allocation: Australian equities 35%; international equities 25%;Emerging markets equities 2%; Australian listed property 6%;International Listed Property 4%; Australian fixed income 10%; International Fixed income 15% and cash 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
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Listed Investment Companies monthly performance: January 2026
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
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.
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Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,303.20 | 9.30 | 0.10% |
| CAC 40 | 8,507.97 | 109.19 | 1.30% |
| DAX 40 | 25,260.69 | 217.12 | 0.87% |
| Dow JONES (US) | 49,625.97 | 230.81 | 0.47% |
| FTSE 100 | 10,702.10 | 75.06 | 0.71% |
| HKSE | 26,413.35 | 292.59 | -1.10% |
| NASDAQ | 22,886.07 | 203.34 | 0.90% |
| Nikkei 225 | 56,825.70 | 642.13 | -1.12% |
| NZX 50 Index | 13,308.52 | 135.68 | -1.01% |
| S&P 500 | 6,909.51 | 47.62 | 0.69% |
| S&P/ASX 200 | 9,081.40 | 17.00 | 0.19% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |