Lifeplan Edu Savings Plan Diversified

LIF0015AU

Lifeplan Edu Savings Plan Diversified LIF0015AU Strategy

The broad asset allocation is to be 70% invested in growth assets and 30% in defensive assets. Allocations are regularly reviewed and may be altered in response to a fundamental change in long term expectations or market demand. This option may partially hedge currency 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

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 Ordinaries9,178.0028.70-0.31%
CAC 408,160.5140.37-0.49%
DAX 4024,085.7933.10-0.14%
Dow JONES (US)47,522.12109.88-0.23%
FTSE 1009,743.2716.79-0.17%
HKSE25,956.24326.45-1.24%
NASDAQ23,581.14377.33-1.57%
Nikkei 22552,411.341,085.732.12%
NZX 50 Index13,548.3289.030.66%
S&P 5006,822.3468.25-0.99%
S&P/ASX 2008,881.9031.30-0.35%
SSE Composite Index3,954.7932.11-0.81%

Market Movers