Find basic information about the North Index Balanced mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. MyNorth Index Balanced N3XA 18.28 -0.67 9.28 - - Mixed Asset - Growth MI:MAG 16.82 -2.64 9.82 6.46 3.94 FUND GROWTH OF A$10000 OVER 3 YEARS Total return performance of the fund rebased to 10000. Your actual return would be reduced by the cost of buying and selling the fund, and inflation. FE fundinfo Risk Score 63 FE fundinfo The above graph shows that simple balanced index funds—such as Vanguard’s Balanced Index Fund VBIAX, +5.02%, which always holds 60% stocks and 40% bonds—actually outperform the S&P 500 when A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). The benchmark index has a beta of 1.0. A beta of more (less) than 1.0 indicates that a fund's historical returns have fluctuated more (less) than the benchmark index. Balanced Index is an internally-calculated, hypothetical combination of total returns from the S&P 500® Index (55%) and the Bloomberg Barclays U.S. Aggregate Bond Index (45%). Index performance does not reflect the expenses of managing a portfolio as an index is unmanaged and not available for direct investment. See U.S. News rankings of top-rated Balanced mutual funds. Use the comprehensive ranking lists by category to compare funds and find the best investment for you. Best Balanced Mutual Fund Rankings
Performance as at 29.02.2020. Performance figures are shown in Australian dollar (AUD). Total return performance figures are calculated on an exit price to exit price basis with net income (distributions) reinvested. The quartile rank is for the main unit within the sector. Find basic information about the North Index Balanced mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Past performance is not a reliable indicator of future performance. How is your fund performing? Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12% , with average fees of 1.79% ^.
Past performance is not a reliable indicator of future performance. How is your fund performing? Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12% , with average fees of 1.79% ^. Fund Report | 17 Mar 2020. Click the print icon in your browser to print this report. Currency is in AUD unless otherwise specified. North Index Balanced
Past performance is not a reliable indicator of future performance. How is your fund performing? Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12% , with average fees of 1.79% ^. Fund Report | 17 Mar 2020. Click the print icon in your browser to print this report. Currency is in AUD unless otherwise specified. North Index Balanced Morningstar Fund Report North Index Balanced Wholesale Fund Report | Report generated 25 Feb 2020 | Performance. 31 Jan 2020. Growth of $10,000. Fund: North Index Balanced. Index: Morningstar Aus Msec Growth TR AUD. Category: Multisector Growth. Financial Year Total Returns. Jun-17 Performance as at 29.02.2020. Performance figures are shown in Australian dollar (AUD). Total return performance figures are calculated on an exit price to exit price basis with net income (distributions) reinvested. The quartile rank is for the main unit within the sector. Find basic information about the North Index Balanced mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Past performance is not a reliable indicator of future performance. How is your fund performing? Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12% , with average fees of 1.79% ^.
The investment objective of the fund is to track the performance of the FTSE North America Index (less withholding tax where applicable) to within +/-0.5% p.a. Funds Multiplier is issued by Leveraged Equities Limited, ABN 26 051 629 282, AFSL 360118, as Lender. Index ETF. 75%. 75%. 100%. VDBA. Vanguard Diversified Balanced North Index Balanced. 75% Fund (Performance Fee Option). Read our in-depth review of American Funds before you consider opening an in offices in multiple locations, including North America, Europe, Asia, and Australia. No selection of sector funds, index funds, or exchange-traded funds ( ETFs). The figures show the average performance of funds while they've been on We compared each fund's performance against their most appropriate benchmark index and North America Smaller Companies, £1,861.47, £1,931.74, £ 2,005.69. Performance fee p.a., No. Management fee p.a., 0.95%. Fees and expenses – underlying funds p.a., 0.00%. Minimum initial investment, $10,000. Benchmark Past performance is not a reliable indicator of future performance. How is your fund performing? Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12% , with average fees of 1.79% ^.