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
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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 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 | 9,034.50 | 50.40 | -0.55% |
| CAC 40 | 8,280.73 | 39.49 | 0.48% |
| DAX 40 | 24,236.08 | 145.38 | -0.60% |
| Dow JONES (US) | 48,254.82 | 326.86 | 0.68% |
| FTSE 100 | 9,856.78 | 54.64 | -0.55% |
| HKSE | 27,073.03 | 150.30 | 0.56% |
| NASDAQ | 23,406.46 | 61.84 | -0.26% |
| Nikkei 225 | 51,281.83 | 218.52 | 0.43% |
| NZX 50 Index | 13,597.87 | 73.86 | -0.54% |
| S&P 500 | 6,850.92 | 4.31 | 0.06% |
| S&P/ASX 200 | 8,753.40 | 46.00 | -0.52% |
| SSE Composite Index | 4,029.50 | 29.36 | 0.73% |