Lifeplan Tax Min Inv Bd Enhanced Yield
LIF0023AU
Lifeplan Tax Min Inv Bd Enhanced Yield LIF0023AU Strategy
The option manages a broad opportunity set of income producing investments, actively adjusting the investment mix to achieve the target return under all market conditions. The investment style is an active, research-driven decision making process that seeks to construct a portfolio of the best ideas across the capital structure in a risk aware framework. The option provides daily liquidity and is managed from the perspective of an Australian investor, thereby incorporating the benefits of franking credits.
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
funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common
funds
Listed Investment Companies monthly performance: February 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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
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 | 7,876.70 | 14.40 | 0.18% |
| CAC 40 | 7,932.61 | 112.50 | -1.40% |
| DAX 40 | 17,766.23 | 260.35 | -1.44% |
| Dow JONES (US) | 37,798.97 | 63.86 | 0.17% |
| FTSE 100 | 7,820.36 | 145.17 | -1.82% |
| HKSE | 16,238.09 | 10.88 | -0.07% |
| NASDAQ | 15,865.25 | 19.77 | -0.12% |
| Nikkei 225 | 38,379.82 | 91.38 | -0.24% |
| NZX 50 Index | 11,866.47 | 61.63 | 0.52% |
| S&P 500 | 5,051.41 | 10.41 | -0.21% |
| S&P/ASX 200 | 7,620.40 | 7.90 | 0.10% |
| SSE Composite Index | 3,044.26 | 37.20 | 1.24% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| The Star Entertainment Group Ltd SGR | 0.42 | 0.01 | 1.20% |
| Zip Co Ltd ZIP | 1.15 | 0.04 | -2.95% |
| Sayona Mining Ltd SYA | 0.04 | 0.00 | 0.00% |
| Strickland Metals Ltd STK | 0.12 | 0.00 | 0.00% |
| Imugene Ltd IMU | 0.09 | 0.00 | 2.41% |
| Renascor Resources Ltd RNU | 0.12 | 0.03 | 38.55% |
| Droneshield Ltd DRO | 1.10 | 0.16 | 16.40% |
| Evolution Mining Ltd EVN | 4.16 | 0.29 | 7.49% |
| Pantoro Ltd PNR | 0.08 | 0.01 | 7.14% |
| Red 5 Ltd RED | 0.43 | 0.01 | 1.76% |