Lifeplan Flexishield Inv Bond Cap Gtd
LIF0311AU
Lifeplan Flexishield Inv Bond Cap Gtd LIF0311AU Strategy
Current investment strategy incorporates a weighting towards registered first mortgages over commercial properties. The balance of the portfolio is held in short term interest bearing investments such as bank accepted bills; for liquidity purposes. The standard portfolio mix is registered first mortgages - 75% and bank bills and liquid investments - 25%.
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: March 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).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
funds
Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,888.90 | 18.40 | 0.21% |
| CAC 40 | 8,072.13 | 31.96 | -0.39% |
| DAX 40 | 23,954.56 | 63.70 | -0.27% |
| Dow JONES (US) | 48,861.81 | 280.12 | -0.57% |
| FTSE 100 | 10,213.11 | 119.68 | -1.16% |
| HKSE | 25,787.06 | 324.78 | -1.24% |
| NASDAQ | 24,673.24 | 9.44 | 0.04% |
| Nikkei 225 | 59,204.20 | 713.26 | -1.19% |
| NZX 50 Index | 12,845.05 | 74.75 | 0.59% |
| S&P 500 | 7,135.95 | 2.85 | -0.04% |
| S&P/ASX 200 | 8,664.10 | 23.90 | 0.28% |
| SSE Composite Index | 4,111.02 | 3.50 | 0.09% |