Care Balanced Sup

17270

Care Balanced Sup 17270 Strategy

This option aims to achieve relatively high returns in the medium to long term, subject to short-term variations in returns within acceptable limits. It invests in a diversified mixture of assets with emphasis on Australian and overseas shares and alternatives.
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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KiwiSaver Survey | September Quarter 2024

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
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New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
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Listed Investment Companies monthly performance: September 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).

Morningstar Investment Ideas

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