Lifeplan TaxSmart Australian Shares

LIF0022AU

Lifeplan TaxSmart Australian Shares LIF0022AU Strategy

The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies and therefore does not hedge currency 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

funds

Why this US fund manager says AI threatens to destroy company moats

Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.
funds

Listed Investment Companies monthly performance: January 2026

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

Markets

Index
Last price
Change
% Change
All Ordinaries9,085.1036.300.40%
CAC 408,045.80121.93-1.49%
DAX 4023,815.75389.61-1.61%
Dow JONES (US)47,954.74784.67-1.61%
FTSE 10010,413.94153.71-1.45%
HKSE25,720.89399.551.58%
NASDAQ22,748.9958.50-0.26%
Nikkei 22555,620.84342.780.62%
NZX 50 Index13,519.3598.54-0.72%
S&P 5006,830.7138.79-0.56%
S&P/ASX 2008,851.0025.800.29%
SSE Composite Index4,124.1915.630.38%

Market Movers