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
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,298.50 | 9.60 | -0.10% |
| CAC 40 | 8,494.21 | 7.70 | -0.09% |
| DAX 40 | 25,968.46 | 122.87 | -0.47% |
| Dow JONES (US) | 53,463.05 | 119.65 | 0.22% |
| FTSE 100 | 10,723.36 | 19.99 | -0.19% |
| HKSE | 25,698.49 | 203.42 | 0.80% |
| NASDAQ | 26,331.09 | 41.38 | 0.16% |
| Nikkei 225 | 66,216.79 | 890.37 | 1.36% |
| NZX 50 Index | 13,919.82 | 9.85 | -0.07% |
| S&P 500 | 7,707.98 | 16.22 | 0.21% |
| S&P/ASX 200 | 9,083.80 | 18.00 | -0.20% |
| SSE Composite Index | 3,903.72 | 9.30 | 0.24% |