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Lifeplan Edu Savings Plan Cap Secure

LIF0009AU

Lifeplan Edu Savings Plan Cap Secure LIF0009AU Strategy

Capital Secure option invests in a diversified portfolio of high quality fixed interest and money market securities with short maturities to achieve a very stable return. This option does not purchase securities that give rise to material currency risk and therefore no currency hedging is undertaken.
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

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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
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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).
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High conviction stocks from Gold Medalist fund managers

The largest holdings in Gold Medalist small and mid cap funds

Markets

Index
Last price
Change
% Change
All Ordinaries 8,153.70 80.10 0.99%
CAC 40 8,205.81 1.00 0.01%
DAX 40 18,492.49 15.40 0.08%
Dow JONES (US) 39,807.37 47.29 0.12%
FTSE 100 7,952.62 20.64 0.26%
HKSE 16,541.42 148.58 0.91%
NASDAQ 16,379.46 20.06 -0.12%
Nikkei 225 40,347.92 179.85 0.45%
NZX 50 Index 12,105.29 94.63 0.79%
S&P 500 5,254.35 5.86 0.11%
S&P/ASX 200 7,896.90 77.30 0.99%
SSE Composite Index 3,010.66 17.52 0.59%

Market Movers

Name
Last price
Change
% Change
Peninsula Energy Ltd PEN 0.13 0.01 4.17%
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Paladin Energy Ltd PDN 1.37 0.01 0.37%
Zip Co Ltd ZIP 1.39 0.11 -7.33%
Mesoblast Ltd MSB 0.56 0.06 12.12%
Alumina Ltd AWC 1.42 0.08 5.97%
Alligator Energy Ltd AGE 0.06 0.00 3.51%
Telstra Group Ltd TLS 3.86 0.08 2.12%
Pilbara Minerals Ltd PLS 3.83 0.08 2.13%
Lotus Resources Ltd LOT 0.40 0.02 3.90%