Morningstar Investor users sign in here.

Lifeplan FlexiGrowth High Yield Option

LIF0018AU

Lifeplan FlexiGrowth High Yield Option LIF0018AU Strategy

The option's strategy is to invest in cash and fixed interest investments which offer potential to deliver higher returns. To achieve higher returns, the fixed interest investments will have a higher credit risk, on average, than the investments held by the other 3 options. Credit risk is managed through security selection, ongoing monitoring and broad diversification. Securities are selected depending on whether they offer value for risk. The option aims to hedge any currency risk that occurs.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,943.60 31.20 -0.39%
CAC 40 7,527.48 24.21 0.32%
DAX 40 18,032.77 30.75 0.17%
Dow JONES (US) 38,589.16 57.94 -0.15%
FTSE 100 8,139.75 7.11 -0.09%
HKSE 17,936.12 5.66 -0.03%
NASDAQ 17,688.88 21.32 0.12%
Nikkei 225 38,102.44 712.12 -1.83%
NZX 50 Index 11,698.51 166.38 -1.40%
S&P 500 5,431.60 0.00 0.00%
S&P/ASX 200 7,700.30 24.00 -0.31%
SSE Composite Index 3,015.89 16.74 -0.55%

Market Movers

Name
Last price
Change
% Change
Peninsula Energy Ltd PEN 0.11 0.00 0.00%
Pilbara Minerals Ltd PLS 3.14 0.10 -3.09%
Red 5 Ltd RED 0.46 0.01 2.25%
Core Lithium Ltd CXO 0.09 0.01 -5.43%
Sayona Mining Ltd SYA 0.04 0.00 -2.78%
Bellevue Gold Ltd BGL 1.88 0.02 0.80%
Telstra Group Ltd TLS 3.55 0.05 1.43%
South32 Ltd S32 3.62 0.04 -1.09%
Tabcorp Holdings Ltd TAH 0.66 0.01 0.76%
Imugene Ltd IMU 0.06 0.00 0.00%