Shield Balanced Class
KSA5852AU
Shield Balanced Class KSA5852AU Strategy
An internal investment approach has been crafted around dynamic asset allocation. There are three key phases to the investment process: 1. Determine an asset exposure which reflects the prevailing views on global economic trends and financial market valuations. 2. Source the best-in-breed fund managers for each desired asset type. 3. Combine these managers into a portfolio designed to meet the overall investment objective
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 | 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.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
Listed Investment Companies monthly performance: December 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 | 8,751.60 | 4.00 | 0.05% |
| CAC 40 | 8,021.97 | 15.75 | 0.20% |
| DAX 40 | 21,975.76 | 64.02 | 0.29% |
| Dow JONES (US) | 44,383.38 | 87.03 | -0.20% |
| FTSE 100 | 8,758.22 | 9.58 | -0.11% |
| HKSE | 21,294.86 | 227.12 | -1.06% |
| NASDAQ | 19,656.15 | 58.12 | -0.29% |
| Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
| NZX 50 Index | 12,917.45 | 41.10 | 0.32% |
| S&P 500 | 6,051.00 | 15.44 | -0.25% |
| S&P/ASX 200 | 8,484.00 | 1.20 | 0.01% |
| SSE Composite Index | 3,318.06 | 4.11 | -0.12% |