Lifeplan Tax Min Inv Bd Managed Inv
COM0214AU
Lifeplan Tax Min Inv Bd Managed Inv COM0214AU Strategy
Invests in Australian shares; listed property trusts; cash and short-term deposits; and fixed interest investments. Financial derivatives may be used (but not for speculative purposes). Asset allocation ranges: cash and short-term deposits 15-60%; fixed interest investments 20-60%; Australian shares 20-50%; property investment 0-15%. 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 | 9,036.50 | 54.00 | -0.59% |
| CAC 40 | 8,067.53 | 42.26 | -0.52% |
| DAX 40 | 23,949.11 | 183.30 | -0.76% |
| Dow JONES (US) | 47,085.24 | 251.44 | -0.53% |
| FTSE 100 | 9,714.96 | 13.59 | 0.14% |
| HKSE | 25,952.40 | 205.96 | -0.79% |
| NASDAQ | 23,348.64 | 486.09 | -2.04% |
| Nikkei 225 | 50,017.85 | 1,479.35 | -2.87% |
| NZX 50 Index | 13,594.21 | 11.75 | -0.09% |
| S&P 500 | 6,771.55 | 80.42 | -1.17% |
| S&P/ASX 200 | 8,771.80 | 38.00 | -0.43% |
| SSE Composite Index | 3,960.11 | 0.07 | -0.00% |