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
Listed Investment Companies monthly performance: September 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).
funds
Listed Investment Companies monthly performance: August 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 | 9,327.90 | 49.70 | 0.54% |
| CAC 40 | 8,206.87 | 51.99 | -0.63% |
| DAX 40 | 24,151.13 | 178.90 | -0.74% |
| Dow JONES (US) | 46,590.41 | 334.33 | -0.71% |
| FTSE 100 | 9,515.00 | 88.01 | 0.93% |
| HKSE | 25,741.07 | 40.70 | -0.16% |
| NASDAQ | 22,740.40 | 213.27 | -0.93% |
| Nikkei 225 | 48,610.14 | 697.65 | -1.41% |
| NZX 50 Index | 13,338.55 | 32.11 | 0.24% |
| S&P 500 | 6,699.40 | 35.95 | -0.53% |
| S&P/ASX 200 | 9,033.90 | 47.70 | 0.53% |
| SSE Composite Index | 3,888.08 | 25.67 | -0.66% |