UBS Balanced Investment Fund
SBC0815AU
UBS Balanced Investment Fund SBC0815AU Strategy
Our portfolio management team will build a diverisifed portfolio by allocating to different asset classes anywhere within the allowable ranges, by normally investing in other UBS managed funds, third-party funds and through a range of instruments.
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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Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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Listed Investment Companies monthly performance: May 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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Contrasting views of investing that may both be right
Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
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- Emerging Market Equity ETFs
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- Active Global Equity ETFs
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- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
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- Active Global Infrastructure ETFs
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Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,070.10 | 9.10 | -0.11% |
| CAC 40 | 7,675.62 | 20.16 | -0.26% |
| DAX 40 | 18,475.45 | 24.97 | 0.14% |
| Dow JONES (US) | 39,375.87 | 67.87 | 0.17% |
| FTSE 100 | 8,203.93 | 37.33 | -0.45% |
| HKSE | 17,799.61 | 228.67 | -1.27% |
| NASDAQ | 18,352.76 | 164.46 | 0.90% |
| Nikkei 225 | 40,912.37 | 1.28 | -0.00% |
| NZX 50 Index | 11,794.81 | 48.15 | 0.41% |
| S&P 500 | 5,567.19 | 30.17 | 0.54% |
| S&P/ASX 200 | 7,822.30 | 9.50 | -0.12% |
| SSE Composite Index | 2,949.93 | 7.63 | -0.26% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pantoro Ltd PNR | 0.10 | 0.00 | 1.01% |
| Telstra Group Ltd TLS | 3.70 | 0.03 | 0.82% |
| Cooper Energy Ltd COE | 0.22 | 0.02 | 7.50% |
| Mirvac Group MGR | 1.84 | 0.04 | -2.13% |
| Core Lithium Ltd CXO | 0.09 | 0.00 | 0.00% |
| Red 5 Ltd RED | 0.38 | 0.01 | 1.35% |
| Zip Co Ltd ZIP | 1.65 | 0.04 | -2.37% |
| Droneshield Ltd DRO | 1.95 | 0.06 | -2.99% |
| Pilbara Minerals Ltd PLS | 3.00 | 0.05 | -1.64% |
| Imugene Ltd IMU | 0.05 | 0.00 | -3.77% |