LIB - Adv Bal MB Open

LIF0099AU

LIB - Adv Bal MB Open LIF0099AU Strategy

Aims to invest in a diverse mix of assets with both income-producing assets (around 30%) of cash and fixed interest and growth assets (around 70%) including shares and property.
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: June 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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Listed Investment Companies monthly performance: May 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

Private credit and its role for investors

A spotlight on the evolving asset class.

Morningstar Investment Ideas

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