Experts' Choice Balanced
HLR0003AU
Experts' Choice Balanced HLR0003AU Strategy
The Experts’ Choice Balanced Fund (referred to in this Fund profile as the 'Fund') invests in a mix of growth and defensive assets and uses a multi-manager approach. The Fund invests in a broad range of asset classes, including shares, fixed income, property and infrastructure, across both Australian and overseas markets.
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
Listed Investment Companies monthly performance: January 2025
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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
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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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,570.90 | 30.80 | -0.36% |
| CAC 40 | 8,154.51 | 31.93 | 0.39% |
| DAX 40 | 22,287.56 | 27.09 | -0.12% |
| Dow JONES (US) | 43,428.02 | 748.63 | -1.69% |
| FTSE 100 | 8,659.37 | 3.60 | -0.04% |
| HKSE | 23,477.92 | 900.94 | 3.99% |
| NASDAQ | 19,524.01 | 438.36 | -2.20% |
| Nikkei 225 | 38,776.94 | 98.90 | 0.26% |
| NZX 50 Index | 12,752.58 | 127.78 | -0.99% |
| S&P 500 | 6,013.13 | 104.39 | -1.71% |
| S&P/ASX 200 | 8,296.20 | 26.60 | -0.32% |
| SSE Composite Index | 3,379.11 | 28.33 | 0.85% |