LIB - MLC Wholesale Index Plus Bal Port
LIF9607AU
LIB - MLC Wholesale Index Plus Bal Port LIF9607AU Strategy
The portfolio’s returns are benchmarked against a combination of investment market indices. To meet the benchmark return while reducing the portfolio’s exposure to market risks, we; Research and select mostly mainstream asset classes, with some exposure to alternative assets and strategies, and actively manage the portfolio's exposure to risk by adjusting the allocations to the asset classes within defined ranges. Select investment managers from around the world.
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: July 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 | 9,039.80 | 82.70 | -0.91% |
| CAC 40 | 7,854.61 | 36.39 | 0.47% |
| DAX 40 | 23,674.53 | 315.35 | 1.35% |
| Dow JONES (US) | 46,142.42 | 124.10 | 0.27% |
| FTSE 100 | 9,228.11 | 32.45 | 0.35% |
| HKSE | 26,663.80 | 225.29 | 0.85% |
| NASDAQ | 22,470.72 | 209.40 | 0.94% |
| Nikkei 225 | 45,321.95 | 419.68 | 0.93% |
| NZX 50 Index | 13,120.03 | 114.86 | -0.87% |
| S&P 500 | 6,631.96 | 31.61 | 0.48% |
| S&P/ASX 200 | 8,754.80 | 93.70 | -1.06% |
| SSE Composite Index | 3,864.81 | 11.53 | -0.30% |