Morningstar Balanced Fund - Class A
About this Fund
|FUND MANAGER||Morningstar Investment Management Australia|
|INVESTMENT STYLE||The Fund invests in a diversified portfolio of growth and defensive asset classes.|
|INVESTMENT PROFILE||The Fund seeks to achieve a moderate amount of capital growth along with some income.|
|CURRENCY MANAGEMENT||Active management|
|NO. OF HOLDINGS|
Benefits of investing in the Morningstar Balanced Fund - Class A
The Fund is designed for investors who seek the potential for moderate capital growth along with some income by investing in a diversified portfolio of growth and defensive asset classes.
About the Fund
The Fund seeks to achieve a moderate amount of capital growth along with some income, by investing in a diversified portfolio of growth and defensive asset classes.
Morningstar's experienced investment professionals develop investment strategies which they believe are most likely to deliver on the Fund's investment objective.
Morningstar's disciplined investment approach provides the necessary flexibility to respond to the dynamic nature of markets and results in the comprehensive fundamental analysis of securities, leveraging the global resources of Morningstar.
How we invest your money
An actively managed multi-asset Fund invested in both growth asset classes such as shares, property and infrastructure; and defensive asset classes such as cash and fixed interest. The Fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives.
Total growth: 40-60%
Total defensive: 40-60%
*The asset class International Shares' is actively hedged for currency exposure.
**Global Property Securities' and Global Infrastructure' have been combined to form a consolidated asset class Global Property & Infrastructure'.
***Global Inflation-Linked Securities (Hedged)' have been incorporated into Australian Bonds' and International Bonds (Hedged)'.