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Lifeplan Tax Min Inv Bd Capital Gtd

COM0212AU

Lifeplan Tax Min Inv Bd Capital Gtd COM0212AU Strategy

The fund invests in a diversified portfolio of high quality money market securities with some allocation to fixed interest securities. The fund does not invest in securities that give rise to material currency risk and therefore does not hedge currency risk.
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: April 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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,023.30 89.50 -1.10%
CAC 40 7,893.98 107.82 -1.35%
DAX 40 18,494.89 62.38 -0.34%
Dow JONES (US) 38,868.04 69.05 0.18%
FTSE 100 8,228.48 16.89 -0.20%
HKSE 18,366.95 109.85 -0.59%
NASDAQ 17,192.53 59.40 0.35%
Nikkei 225 39,332.14 293.98 0.75%
NZX 50 Index 11,816.30 28.73 0.24%
S&P 500 5,360.79 13.80 0.26%
S&P/ASX 200 7,771.60 88.40 -1.12%
SSE Composite Index 3,050.78 0.50 -0.02%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 -1.28%
Red 5 Ltd RED 0.43 0.02 -3.41%
Peninsula Energy Ltd PEN 0.10 0.01 -6.82%
De Grey Mining Ltd DEG 1.07 0.06 -5.53%
The Star Entertainment Group Ltd SGR 0.48 0.01 -2.55%
Strike Energy Ltd STX 0.21 0.02 7.89%
Evolution Mining Ltd EVN 3.77 0.26 -6.34%
Melbana Energy Ltd MAY 0.08 0.00 4.11%
Resolute Mining Ltd RSG 0.54 0.04 -7.27%
Chalice Mining Ltd CHN 1.50 0.14 -8.54%