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1960's Lifestage Fund - A

BTA0454AU

1960's Lifestage Fund - A BTA0454AU Strategy

The Fund invests in a mix of assets which are adjusted over time to reflect the estimated investment risk tolerance generally associated with people born in the 1960’s. Therefore, the Fund’s exposure to growth assets, such as shares and property, will reduce as you move closer to or through retirement.
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

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,837.40 100.10 -1.26%
CAC 40 8,088.24 71.59 0.89%
DAX 40 18,161.01 243.73 1.36%
Dow JONES (US) 38,239.66 153.86 0.40%
FTSE 100 8,139.83 60.97 0.75%
HKSE 17,651.15 366.61 2.12%
NASDAQ 15,927.90 316.14 2.03%
Nikkei 225 37,934.76 306.28 0.81%
NZX 50 Index 11,805.09 141.34 -1.18%
S&P 500 5,099.96 51.54 1.02%
S&P/ASX 200 7,575.90 107.10 -1.39%
SSE Composite Index 3,088.64 35.74 1.17%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
The Star Entertainment Group Ltd SGR 0.39 0.01 -2.50%
South32 Ltd S32 3.37 0.06 1.81%
Tietto Minerals Ltd TIE 0.68 0.00 0.00%
Imugene Ltd IMU 0.08 0.00 -4.82%
BHP Group Ltd BHP 43.15 2.08 -4.60%
Jupiter Mines Ltd JMS 0.30 0.01 1.69%
Red 5 Ltd RED 0.44 0.01 2.33%
Telstra Group Ltd TLS 3.64 0.03 -0.82%
Pilbara Minerals Ltd PLS 3.80 0.06 -1.55%