RetireInvest Pref RO Bond-Growth
LEF0021AU
RetireInvest Pref RO Bond-Growth LEF0021AU Strategy
Invests in a diversified mix of shares; property; fixed interest and cash investments with an emphasis on growth assets. Investment ranges: Australian shares 34-48%; international shares 20-34%; listed property 5-15%; unlisted property 0-6%; Australian fixed interest and cash 4-23%; inflation-indexed bonds 0-7%; international fixed interest 1-14%. Total shares and property 69-88%; total fixed interest and cash 12-31%.
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
Listed Investment Companies monthly performance: July 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,051.00 | 71.50 | -0.78% |
| CAC 40 | 7,786.98 | 31.24 | -0.40% |
| DAX 40 | 23,359.18 | 29.94 | 0.13% |
| Dow JONES (US) | 46,018.32 | 260.42 | 0.57% |
| FTSE 100 | 9,208.37 | 12.71 | 0.14% |
| HKSE | 26,860.61 | 422.10 | 1.60% |
| NASDAQ | 22,261.33 | 72.63 | -0.33% |
| Nikkei 225 | 45,397.48 | 495.21 | 1.10% |
| NZX 50 Index | 13,125.80 | 109.09 | -0.82% |
| S&P 500 | 6,600.35 | 6.41 | -0.10% |
| S&P/ASX 200 | 8,767.70 | 80.80 | -0.91% |
| SSE Composite Index | 3,893.95 | 17.61 | 0.45% |