Lifeplan Tax Min Inv Bd Global Share

LIF0004AU

Lifeplan Tax Min Inv Bd Global Share LIF0004AU Strategy

Alphinity is an active equities manager that believes that a company’s expected earnings will ultimately drive its share price over time, and that there is a systematic mispricing of individual equities over the short to medium term due to under or overestimation of a company’s earnings ability.
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

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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.
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Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 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).

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Markets

Index
Last price
Change
% Change
All Ordinaries8,683.9011.500.13%
CAC 407,834.8862.430.80%
DAX 4022,735.61172.730.77%
Dow JONES (US)45,739.19523.051.16%
FTSE 10010,203.9075.940.75%
HKSE24,788.1437.350.15%
NASDAQ21,177.34382.701.84%
Nikkei 22551,063.72822.13-1.58%
NZX 50 Index12,912.11163.191.28%
S&P 5006,433.5089.781.42%
S&P/ASX 2008,481.804.600.05%
SSE Composite Index3,891.8631.43-0.80%

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