Lifeplan Education Savings Plan

LIF0008AU

Lifeplan Education Savings Plan LIF0008AU Strategy

Asset Allocation Ranges Fixed Interest & Cash-100%. Fixed interest includes fixed or variable rate corporate bonds; government/semi government securities; mortgages; including mortgage backed securities; other asset backed securities; hybrid instruments. Cash includes investments in short term interest bearing securities usually no more than 180 days until their maturity. These securities include term deposits; bank and commercial bills; promissory notes & negotiable certs. of deposit.
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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
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 Ordinaries9,218.8079.60-0.86%
CAC 408,200.8815.70-0.19%
DAX 4024,124.21154.42-0.64%
Dow JONES (US)47,632.0074.37-0.16%
FTSE 1009,756.1459.400.61%
HKSE26,346.1487.56-0.33%
NASDAQ23,958.47130.980.55%
Nikkei 22551,307.651,088.472.17%
NZX 50 Index13,409.210.000.00%
S&P 5006,890.590.30-0.00%
S&P/ASX 2008,926.2085.90-0.95%
SSE Composite Index3,988.228.72-0.22%

Market Movers