Lifeplan TaxSmart Australian Shares
LIF0022AU
Lifeplan TaxSmart Australian Shares LIF0022AU Strategy
The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies and therefore does not 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
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Listed Investment Companies monthly performance: November 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).
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What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
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AFIC on the speculative ASX boom, opportunities, and LIC discounts
AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,022.40 | 1.20 | -0.01% |
| CAC 40 | 8,168.15 | 56.13 | 0.69% |
| DAX 40 | 24,490.41 | 139.29 | 0.57% |
| Dow JONES (US) | 48,400.59 | 61.34 | -0.13% |
| FTSE 100 | 9,940.71 | 74.18 | 0.75% |
| HKSE | 25,854.60 | 219.37 | 0.86% |
| NASDAQ | 23,475.81 | 1.46 | 0.01% |
| Nikkei 225 | 50,339.48 | 187.44 | -0.37% |
| NZX 50 Index | 13,548.13 | 22.14 | 0.16% |
| S&P 500 | 6,906.23 | 0.49 | 0.01% |
| S&P/ASX 200 | 8,717.10 | 4.10 | -0.05% |
| SSE Composite Index | 3,965.12 | 0.16 | -0.00% |