Lifeplan Tax Min Inv Bd Growth
LIF0103AU
Lifeplan Tax Min Inv Bd Growth LIF0103AU Strategy
The fund invests in a diverse mix of Australian shares, global shares and property securities. The broad asset allocation is to be 70% invested in growth assets and 30% in defensive assets.
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
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
Listed Investment Companies monthly performance: January 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
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,358.00 | 49.70 | 0.53% |
| CAC 40 | 8,519.21 | 22.04 | 0.26% |
| DAX 40 | 24,986.25 | 5.72 | -0.02% |
| Dow JONES (US) | 49,174.50 | 370.44 | 0.76% |
| FTSE 100 | 10,680.59 | 4.15 | -0.04% |
| HKSE | 26,717.47 | 127.15 | 0.48% |
| NASDAQ | 22,863.68 | 236.41 | 1.04% |
| Nikkei 225 | 58,145.08 | 823.99 | 1.44% |
| NZX 50 Index | 13,545.42 | 13.11 | 0.10% |
| S&P 500 | 6,890.07 | 52.32 | 0.77% |
| S&P/ASX 200 | 9,129.90 | 45.80 | 0.50% |
| SSE Composite Index | 4,151.60 | 34.19 | 0.83% |