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

funds

Private credit’s soaring popularity presents new, unfamiliar risks

Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds

It’s time for LICs to die

If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds

Chart of the Week: Active or Passive? The results may surprise you

Why manager selection still matters.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,823.2071.40-0.80%
CAC 407,729.6939.52-0.51%
DAX 4024,806.97297.39-1.18%
Dow JONES (US)51,057.11122.76-0.24%
FTSE 10010,441.6016.90-0.16%
HKSE23,785.79344.71-1.43%
NASDAQ27,275.16263.53-0.96%
Nikkei 22569,042.11993.60-1.42%
NZX 50 Index13,691.857.810.06%
S&P 5007,761.3240.45-0.52%
S&P/ASX 2008,660.9066.80-0.77%
SSE Composite Index3,811.9030.29-0.79%

Market Movers