Lifeplan Tax Min Inv Bd Capital Secure
COM0213AU
Lifeplan Tax Min Inv Bd Capital Secure COM0213AU Strategy
Invests in cash and short-term deposits; fixed interest investments; and other secured assets. Financial derivatives may be used (but not for speculative purposes). Asset allocation ranges: cash and short-term deposits 15-75%; fixed interest investments 25-85%. Commonwealth Investment Services Limited has been appointed investment manager.
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 | 9,094.50 | 13.80 | -0.15% |
| CAC 40 | 8,074.23 | 6.70 | 0.08% |
| DAX 40 | 24,049.74 | 100.63 | 0.42% |
| Dow JONES (US) | 47,311.00 | 225.76 | 0.48% |
| FTSE 100 | 9,777.08 | 62.12 | 0.64% |
| HKSE | 26,361.01 | 425.60 | 1.64% |
| NASDAQ | 23,499.80 | 151.16 | 0.65% |
| Nikkei 225 | 50,958.39 | 746.12 | 1.49% |
| NZX 50 Index | 13,576.81 | 44.17 | -0.32% |
| S&P 500 | 6,796.29 | 24.74 | 0.37% |
| S&P/ASX 200 | 8,824.70 | 12.10 | -0.14% |
| SSE Composite Index | 4,004.67 | 35.42 | 0.89% |