SUMMIT Select - Active Balanced
NMM0108AU
SUMMIT Select - Active Balanced NMM0108AU Strategy
The fund seeks to invest in a diversified mix of growth and defensive assets. Growth assets such as equities and property will have a target allocation of 70%, with the balance in defensive assets such as cash and fixed interest. The fund seeks to invest by using a range of specialist investment managers.
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: November 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).
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Listed Investment Companies monthly performance: October 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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,445.40 | 132.40 | -1.54% |
| CAC 40 | 7,431.04 | 59.24 | -0.79% |
| DAX 40 | 20,214.79 | 102.31 | -0.50% |
| Dow JONES (US) | 41,938.45 | 696.75 | -1.63% |
| FTSE 100 | 8,250.49 | 69.20 | -0.83% |
| HKSE | 18,923.71 | 317.18 | -1.65% |
| NASDAQ | 19,161.63 | 317.25 | -1.63% |
| Nikkei 225 | 39,190.40 | 414.69 | -1.05% |
| NZX 50 Index | 12,812.12 | 131.62 | -1.02% |
| S&P 500 | 5,827.04 | 91.21 | -1.54% |
| S&P/ASX 200 | 8,203.30 | 125.90 | -1.51% |
| SSE Composite Index | 3,148.83 | 19.70 | -0.62% |