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
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Listed Investment Companies monthly performance: January 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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Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
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