MORNINGSTAR MULTI-ASSET DEFENSIVE FUND
549300MTEP36FTLB5W98
ViewNames
Legal name MORNINGSTAR MULTI-ASSET DEFENSIVE FUND Valid from 13/11/2009 |
Registration
Registration authority Register of Financial Services Licensees |
Registration code 140 450 728 |
Business register status INACTIVE |
Company type Fund |
Location
Legal address C/O Morningstar Investment Management Australia Limited, 2000, Sydney, Australia |
Head office address C/O Morningstar Investment Management Australia Limited, 2000, Sydney, Australia |
Information related to the LEI code
LEI code 549300MTEP36FTLB5W98 |
Registration authority Register of Financial Services Licensees |
LEI code status Expired Renew |
LEI issuance date 28/11/2013 |
Next renewal 03/05/2025 |
LOU |
ROC Policy Conformity Flag NOT APPLICABLE |
Entries and changes in the GLEIF database
25/01/2026
Data updated:
First legal address line: c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED 'International Tower 1' Level 3 -> 'International Tower 1' Level 3
First headquarters address line: c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED 'International Tower 1' Level 3 -> 'International Tower 1' Level 3
Last update: 13/01/2026 -> 24/01/2026
13/01/2026
Data updated:
Entity status: ACTIVE -> INACTIVE
Last update: 08/12/2025 -> 13/01/2026
Status: LAPSED -> RETIRED
09/12/2025
Data updated:
Entity legal form code: 8888 -> ADXG
Last update: 08/05/2025 -> 08/12/2025
09/05/2025
Data updated:
Last update: 03/05/2025 -> 08/05/2025
04/05/2025
Data updated:
Last update: 03/05/2024 -> 03/05/2025
Status: ISSUED -> LAPSED
04/05/2024
Data updated:
Language of (primary) legal name: en-AU -> en
Language of legal address: en-AU -> en
First legal address line: C/O Morningstar Investment Management Australia Limited -> c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED 'International Tower 1' Level 3
Legal address city: Sydney -> BARANGAROO
Language of headquarters address: en-AU -> en
First headquarters address line: c/o C/O Morningstar Investment Management Australia Limited, C/O Morningstar Investment Management Australia Limited -> c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED 'International Tower 1' Level 3
Headquarters address mail routing: c/o C/O Morningstar Investment Management Australia Limited -> c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Headquarters address city: Sydney -> BARANGAROO
Entity legal form code: ADXG -> 8888
Registration date: 28/11/2013 -> 28/11/2013
Last update: 02/05/2024 -> 03/05/2024
Status: PENDING_ARCHIVAL -> ISSUED
Next renewal: 14/10/2023 -> 03/05/2025
Lei issuer: 5299000J2N45DDNE4Y28 -> 529900T8BM49AURSDO55
Data added:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON DYNAMIC INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON ACCESS INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: INTECH ACCESS INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Legal address mail routing: c/o MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Additional legal address line: 100 Barangaroo Avenue
Additional headquarters address line: 100 Barangaroo Avenue
03/05/2024
Data updated:
First headquarters address line: C/O Morningstar Investment Management Australia Limited -> c/o C/O Morningstar Investment Management Australia Limited, C/O Morningstar Investment Management Australia Limited
Last update: 13/10/2023 -> 02/05/2024
Status: LAPSED -> PENDING_ARCHIVAL
Data added:
Headquarters address mail routing: c/o C/O Morningstar Investment Management Australia Limited
14/10/2023
Data updated:
Last update: 31/07/2023 -> 13/10/2023
Status: ISSUED -> LAPSED
07/08/2023
Data updated:
Language of (primary) legal name: en -> en-AU
Language of legal address: en -> en-AU
Language of headquarters address: en -> en-AU
Registration date: 28/11/2013 -> 28/11/2013
Last update: 31/07/2023 -> 31/07/2023
Status: PENDING_ARCHIVAL -> ISSUED
Next renewal: 14/10/2023 -> 14/10/2023
Lei issuer: EVK05KS7XY1DEII3R011 -> 5299000J2N45DDNE4Y28
Deleted:
Other entity name: IBBOTSON ACCESS INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON DYNAMIC INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: INTECH ACCESS INCOME TRUST
Language of other entity name: en
Type of other entity name: PREVIOUS_LEGAL_NAME
01/08/2023
Data updated:
Last update: 30/07/2023 -> 31/07/2023
Status: PENDING_TRANSFER -> PENDING_ARCHIVAL
31/07/2023
Data updated:
Last update: 14/03/2023 -> 30/07/2023
Status: ISSUED -> PENDING_TRANSFER
15/03/2023
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Entity legal form code: 8888 -> ADXG
Last update: 14/10/2022 -> 14/03/2023
Next renewal: 14/10/2023 -> 14/10/2023
Deleted:
Additional legal address line: Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo
Additional headquarters address line: Level 3; International Tower 1
Additional headquarters address line: 100 Barangaroo Avenue,
Additional headquarters address line: Barangaroo
20/02/2023
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
15/10/2022
Data updated:
Last update: 06/01/2022 -> 14/10/2022
Next renewal: 17/10/2022 -> 14/10/2023
21/05/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
20/05/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
19/05/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
18/05/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
16/05/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
13/05/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
12/05/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
11/05/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
10/05/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
09/05/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
08/05/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
07/05/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
06/05/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
05/05/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
04/05/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
03/05/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
02/05/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
01/05/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
30/04/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
29/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
28/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
27/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
26/04/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
25/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
24/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
23/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
22/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
21/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
20/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
19/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
18/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
17/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
16/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
15/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
14/04/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
13/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
12/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
11/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
10/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
09/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
08/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
07/04/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
06/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
05/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
04/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
03/04/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
02/04/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
01/04/2022
Data updated:
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
31/03/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
30/03/2022
Data updated:
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
28/03/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: IBBOTSON DYNAMIC INCOME TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: IBBOTSON ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON ACCESS INCOME TRUST
27/03/2022
Data updated:
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
26/03/2022
Data updated:
Other entity name: IBBOTSON DYNAMIC DEFENSIVE TRUST -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: IBBOTSON MULTI-ASSET DEFENSIVE TRUST -> INTECH ACCESS INCOME TRUST
Other entity name: INTECH ACCESS INCOME TRUST -> IBBOTSON DYNAMIC DEFENSIVE TRUST
07/01/2022
Data updated:
Last update: 17/10/2021 -> 06/01/2022
18/10/2021
Data updated:
Last update: 19/10/2020 -> 17/10/2021
Next renewal: 19/10/2021 -> 17/10/2022
22/07/2021
Data added:
Language of (primary) legal name: en
Language of other entity name: en
Language of other entity name: en
Language of other entity name: en
Language of other entity name: en
Language of other entity name: en
Language of legal address: en
Language of headquarters address: en
03/12/2020
Data updated:
Last update: 19/10/2020 -> 19/10/2020
20/10/2020
Data updated:
Last update: 29/10/2019 -> 19/10/2020
Next renewal: 27/10/2020 -> 19/10/2021
30/10/2019
Data updated:
Other entity name: Ibbotson Access Income Trust -> IBBOTSON ACCESS INCOME TRUST
Other entity name: Ibbotson Dynamic Defensive Trust -> IBBOTSON DYNAMIC DEFENSIVE TRUST
Other entity name: Ibbotson Dynamic Income Trust -> IBBOTSON DYNAMIC INCOME TRUST
Other entity name: Ibbotson Multi-Asset Defensive Trust -> IBBOTSON MULTI-ASSET DEFENSIVE TRUST
Other entity name: Intech Access Income Trust -> INTECH ACCESS INCOME TRUST
Registered at: RA000014 -> RA000015
Last update: 28/10/2019 -> 29/10/2019
Data added:
Additional legal address line: Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo
Data validated at (id): RA000015
Data validated as: 140 450 728
Deleted:
Additional legal address line: Level 3; International Tower 1
Additional legal address line: 100 Barangaroo Avenue
Additional legal address line: Barangaroo
Additional legal address line: 100 Barangaroo Avenue
Additional legal address line: Barangaroo
29/10/2019
Data added:
Jurisdiction of formation: AU
Data updated:
Last update: 12/03/2019 -> 28/10/2019
Next renewal: 30/10/2019 -> 27/10/2020
12/08/2019
Data updated:
(primary) legal name: Morningstar Multi-Asset Defensive Fund -> MORNINGSTAR MULTI-ASSET DEFENSIVE FUND
Additional legal address line: Level 36 -> Level 3; International Tower 1
Additional legal address line: Australia Square -> 100 Barangaroo Avenue
Additional legal address line: 264 George Street -> Barangaroo
First headquarters address line: Level 36 -> C/O Morningstar Investment Management Australia Limited
Additional headquarters address line: Australia Square -> Level 3; International Tower 1
Additional headquarters address line: 264 George Street -> 100 Barangaroo Avenue,
Registered at: RA000013 -> RA000014
Last update: 30/10/2018 -> 12/03/2019
Corroboration level: PARTIALLY_CORROBORATED -> FULLY_CORROBORATED
Data added:
Additional headquarters address line: Barangaroo
24/07/2019
Deleted:
Jurisdiction of formation: AU
Jurisdiction of formation: AU
31/10/2018
Data updated:
Last update: 21/09/2018 -> 30/10/2018
Next renewal: 02/11/2018 -> 30/10/2019
22/09/2018
Data updated:
Last update: 02/11/2017 -> 21/09/2018
Corroboration level: ENTITY_SUPPLIED_ONLY -> PARTIALLY_CORROBORATED
01/03/2018
Data updated:
Registration date: 28/11/2013 -> 28/11/2013
Last update: 02/11/2017 -> 02/11/2017
Next renewal: 02/11/2018 -> 02/11/2018
14/02/2018
Initial entry:
Lei code: 549300MTEP36FTLB5W98
(primary) legal name: Morningstar Multi-Asset Defensive Fund
Other entity name: Ibbotson Access Income Trust
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: Ibbotson Dynamic Defensive Trust
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: Ibbotson Dynamic Income Trust
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: Ibbotson Multi-Asset Defensive Trust
Type of other entity name: PREVIOUS_LEGAL_NAME
Other entity name: Intech Access Income Trust
Type of other entity name: PREVIOUS_LEGAL_NAME
First legal address line: C/O Morningstar Investment Management Australia Limited
Additional legal address line: Level 36
Additional legal address line: Australia Square
Additional legal address line: 264 George Street
Legal address city: Sydney
Legal address region: New South Wales
Legal address country: AU
Legal address postal code: 2000
First headquarters address line: Level 36
Additional headquarters address line: Australia Square
Additional headquarters address line: 264 George Street
Headquarters address city: Sydney
Headquarters address region: New South Wales
Headquarters address country: AU
Headquarters address postal code: 2000
Registered at: RA000013
Registered as: 140 450 728
Jurisdiction of formation: AU
General category: FUND
Entity legal form code: 8888
Entity status: ACTIVE
Registration date: 28/11/2013
Last update: 02/11/2017
Status: ISSUED
Next renewal: 02/11/2018
Lei issuer: EVK05KS7XY1DEII3R011
Corroboration level: ENTITY_SUPPLIED_ONLY