RetireInvest Pref RO Bond-Growth
LEF0021AU
RetireInvest Pref RO Bond-Growth LEF0021AU Strategy
Invests in a diversified mix of shares; property; fixed interest and cash investments with an emphasis on growth assets. Investment ranges: Australian shares 34-48%; international shares 20-34%; listed property 5-15%; unlisted property 0-6%; Australian fixed interest and cash 4-23%; inflation-indexed bonds 0-7%; international fixed interest 1-14%. Total shares and property 69-88%; total fixed interest and cash 12-31%.
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 | 9,303.10 | 18.90 | -0.20% |
| CAC 40 | 8,239.18 | 13.55 | 0.16% |
| DAX 40 | 24,308.78 | 68.89 | 0.28% |
| Dow JONES (US) | 47,544.59 | 337.47 | 0.71% |
| FTSE 100 | 9,653.82 | 8.20 | 0.09% |
| HKSE | 26,437.75 | 4.05 | 0.02% |
| NASDAQ | 23,637.46 | 432.59 | 1.86% |
| Nikkei 225 | 50,449.59 | 62.73 | -0.12% |
| NZX 50 Index | 13,405.34 | 13.75 | 0.10% |
| S&P 500 | 6,875.16 | 83.47 | 1.23% |
| S&P/ASX 200 | 9,021.80 | 7.00 | -0.08% |
| SSE Composite Index | 4,005.44 | 8.50 | 0.21% |