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: 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).
funds
Listed Investment Companies monthly performance: June 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 | 9,158.00 | 5.50 | 0.06% |
| CAC 40 | 7,896.93 | 71.69 | 0.92% |
| DAX 40 | 23,748.86 | 50.71 | 0.21% |
| Dow JONES (US) | 45,883.45 | 49.23 | 0.11% |
| FTSE 100 | 9,277.03 | 6.26 | -0.07% |
| HKSE | 26,446.56 | 58.40 | 0.22% |
| NASDAQ | 22,348.75 | 207.64 | 0.94% |
| Nikkei 225 | 44,815.19 | 47.07 | 0.11% |
| NZX 50 Index | 13,223.02 | 14.71 | 0.11% |
| S&P 500 | 6,615.28 | 30.99 | 0.47% |
| S&P/ASX 200 | 8,885.00 | 4.30 | 0.05% |
| SSE Composite Index | 3,860.10 | 0.41 | -0.01% |