Lifeplan Edu Savings Plan Balanced
LIF0010AU
Lifeplan Edu Savings Plan Balanced LIF0010AU Strategy
The broad asset allocation is to be 50% invested in growth assets and 50% in defensive assets. Allocations are reviewed regularly although changes are infrequent; and a reallocation would only be considered in response to fundamental changes in long-term expectations or market demand. This option may partially hedge risk.
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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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 2025
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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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,877.50 | 8.50 | -0.10% |
| CAC 40 | 8,074.61 | 22.39 | -0.28% |
| DAX 40 | 23,710.86 | 121.42 | 0.51% |
| Dow JONES (US) | 47,392.23 | 102.90 | 0.22% |
| FTSE 100 | 9,701.80 | 0.73 | -0.01% |
| HKSE | 26,095.05 | 61.79 | 0.24% |
| NASDAQ | 23,413.98 | 138.05 | 0.59% |
| Nikkei 225 | 49,303.45 | 0.17 | 0.00% |
| NZX 50 Index | 13,502.77 | 13.62 | 0.10% |
| S&P 500 | 6,825.59 | 12.96 | 0.19% |
| S&P/ASX 200 | 8,579.70 | 7.60 | -0.09% |
| SSE Composite Index | 3,897.71 | 16.29 | -0.42% |