Morningstar Moderate Fund - Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101509-2022-04-05-02:39.pdf |
FUND MANAGER | Morningstar Investment Management Australia |
ASX Code | |
APIR | INT0032AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund invests in a diversified portfolio of growth and defensive asset classes, with an emphasis on defensive asset classes. |
INVESTMENT PROFILE | The Fund seeks to achieve a moderate amount of capital growth. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 11-05-2001 |
BENCHMARK | N/A |
FUND SIZE | N/A |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.54% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Morningstar Moderate Fund - Class A
Risk levelLow to Medium Investor suitabilityThe Fund is designed for investors who seek the potential for an income return and a modest amount of capital growth by investing in a diversified portfolio of defensive and growth asset classes. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundThe Fund seeks to achieve a modest amount of capital growth, by investing in a diversified portfolio of defensive and growth asset classes, with an emphasis on 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. |
Mandate
How we invest your moneyAn 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. Asset allocation
Total growth: 20-40% Total defensive: 60-80% *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)'. |