RL RD APP - Shielded
NML0297AU
RL RD APP - Shielded NML0297AU Strategy
Invests predominantly in Australian and international equities with fixed interest securities and property to control short-term volatility in returns. Invests only in Alliance Capital sector portfolios. Benchmarks: cash 6%; Australian fixed interest 15%; property 17%; international fixed interest 4%; international equities 30%; Australian equities 28%.
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.
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Listed Investment Companies monthly performance: January 2026
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 | 9,312.70 | 88.00 | -0.94% |
| CAC 40 | 8,394.32 | 186.43 | -2.17% |
| DAX 40 | 24,638.00 | 646.26 | -2.56% |
| Dow JONES (US) | 48,838.69 | 139.23 | -0.28% |
| FTSE 100 | 10,780.11 | 130.44 | -1.20% |
| HKSE | 25,998.89 | 60.96 | -0.23% |
| NASDAQ | 22,748.86 | 80.64 | 0.36% |
| Nikkei 225 | 56,727.27 | 1,329.97 | -2.29% |
| NZX 50 Index | 13,620.41 | 102.56 | -0.75% |
| S&P 500 | 6,875.63 | 3.25 | -0.05% |
| S&P/ASX 200 | 9,095.40 | 72.70 | -0.79% |
| SSE Composite Index | 4,179.11 | 3.48 | -0.08% |