RL IB Balanced
22794
RL IB Balanced 22794 Strategy
Asset allocation ranges (with benchmarks in brackets): NZ cash 0-20% (5%), NZ fixed interest 20-40% (30%), NZ shares 15-35% (25%), NZ property 5-15% (10%), international shares 15-35% (25%), international fixed interest 0-15% (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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Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,756.70 | 55.20 | -0.63% |
| CAC 40 | 8,206.56 | 17.43 | 0.21% |
| DAX 40 | 22,844.50 | 46.41 | 0.20% |
| Dow JONES (US) | 44,449.65 | 96.43 | -0.22% |
| FTSE 100 | 8,766.73 | 1.28 | -0.01% |
| HKSE | 22,976.81 | 360.58 | 1.59% |
| NASDAQ | 19,965.41 | 61.37 | -0.31% |
| Nikkei 225 | 39,270.40 | 96.15 | 0.25% |
| NZX 50 Index | 13,051.12 | 17.81 | -0.14% |
| S&P 500 | 6,113.72 | 0.91 | -0.01% |
| S&P/ASX 200 | 8,481.00 | 56.10 | -0.66% |
| SSE Composite Index | 3,324.49 | 31.34 | -0.93% |