Lifeplan Tax Min Inv Bd Funeral Bd
LIF0005AU
Lifeplan Tax Min Inv Bd Funeral Bd LIF0005AU Strategy
To invest in a diversified portfolio of cash and fixed interest securities.
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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Should investors access private equity through semiliquid funds?
An opportunity to access innovation.
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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,891.10 | 5.00 | -0.06% |
| CAC 40 | 8,108.43 | 6.31 | -0.08% |
| DAX 40 | 24,046.01 | 17.87 | 0.07% |
| Dow JONES (US) | 47,739.32 | 215.67 | -0.45% |
| FTSE 100 | 9,645.09 | 21.92 | -0.23% |
| HKSE | 25,542.34 | 223.02 | -0.87% |
| NASDAQ | 23,545.90 | 32.22 | -0.14% |
| Nikkei 225 | 50,737.98 | 156.04 | 0.31% |
| NZX 50 Index | 13,429.98 | 56.34 | -0.42% |
| S&P 500 | 6,846.51 | 23.89 | -0.35% |
| S&P/ASX 200 | 8,601.50 | 4.90 | -0.06% |
| SSE Composite Index | 3,918.83 | 5.25 | -0.13% |