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
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
funds
Listed Investment Companies monthly performance: March 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).
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.
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 | 7,906.60 | 69.20 | 0.88% |
| CAC 40 | 8,065.15 | 23.09 | -0.29% |
| DAX 40 | 18,118.32 | 42.69 | -0.24% |
| Dow JONES (US) | 38,386.09 | 146.43 | 0.38% |
| FTSE 100 | 8,147.03 | 7.20 | 0.09% |
| HKSE | 17,746.91 | 95.76 | 0.54% |
| NASDAQ | 15,983.08 | 55.18 | 0.35% |
| Nikkei 225 | 37,934.76 | 306.28 | 0.81% |
| NZX 50 Index | 11,901.08 | 15.16 | -0.13% |
| S&P 500 | 5,116.17 | 16.21 | 0.32% |
| S&P/ASX 200 | 7,637.40 | 61.50 | 0.81% |
| SSE Composite Index | 3,113.04 | 24.41 | 0.79% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Worley Ltd WOR | 14.65 | 1.66 | -10.18% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 3.03% |
| Mesoblast Ltd MSB | 1.04 | 0.05 | -4.15% |
| Pilbara Minerals Ltd PLS | 4.15 | 0.19 | 4.80% |
| Link Administration Holdings Ltd LNK | 2.25 | 0.00 | 0.00% |
| Imugene Ltd IMU | 0.08 | 0.00 | 3.05% |
| Core Lithium Ltd CXO | 0.15 | 0.01 | 7.14% |
| Tietto Minerals Ltd TIE | 0.67 | 0.01 | -1.48% |
| Droneshield Ltd DRO | 0.82 | 0.03 | 3.46% |
| Alligator Energy Ltd AGE | 0.06 | 0.00 | 4.31% |