Click on a portfolio name if you want to see more information about the portfolio – for example, the portfolio’s performance over time, the risk category to which the portfolio belongs, or an overview of the portfolio’s asset allocation. You can also choose to compare the performance of the various portfolios by clicking on the ‘Comparison’ tab.
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LD Short-Term Bonds has closed
The LD Short-Term Bonds portfolio was closed at the end of May 2025. Get an overview of the portfolio’s history here.
Morningstar
Morningstar’s rating® for LD Equities & Bonds is shown alongside LD Discretionary. LD Equities & Bonds accounts for more than 95 per cent of LD Discretionary and comprises all listed investments. LD Discretionary has generally performed slightly better than LD Equities & Bonds, but it is not possible to obtain a rating for LD Discretionary as a whole.
Find out when the Morningstar® rating was last updated here.
