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  5. 10Invest Vanguard Growth Index - Managed fund profile

10Invest Vanguard Growth Index - Managed Fund

Fund Objective
This Fund seeks to track the collective returns from the various types of the underlying funds in which this option invests in before determining how much of the investment should be strategically allocated in, before taking into account fees, expenses and tax.
Fund Strategy
The Fund invests in a diversified portfolo of securities which means it is less exposed to the performance fluctuations of individual securities. It targets a 30% allocation to income oriented assets and 70% to growth oriented assets. It holds units in the following underlying funds including but not limited to: Vanguard Australian Fixed Interest Index Fund, Vanguard Global Aggregate Bond Index Fund (Hedged), Vanguard Australian Shares Index Fund, Vanguard International Shares Index Fund, Vanguard International Shares Index Fund (Hedged).

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.35% 3.28% 6.56% 13.48% 8.4% 4.09% 4.83% -%
Growth return 2.35% 3.28% 6.56% 13.48% 8.4% 4.09% 4.83% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.98% 4.07% 9.17% 18.84% 11.44% 6.08% 6.76% 7.77%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

10Invest Vanguard Growth Index
Australian Equities
26.07%
International Equities
41.51%
Cash
0.69%
Property
2.62%
Fixed Interest
29.11%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
33.90%
Cash
5.64%
Property
6.85%
Fixed Interest
21.68%
Alternatives
4.39%

General Information

Fund Details
Type Description
10Invest Vanguard Growth Index
Lifeplan Australia Friendly Society Ltd
LIF7241AU
Multisector Growth
starstarstarstar (as at 30 Nov 2024)
Investment Fund
11 Sep 2019
$39.75 million (as at 31 Oct 2024)
$1.3175 (as at 13 Dec 2024)
$1.3175 (as at 13 Dec 2024)
Open
Offer information
Type Description
MER 0.50% (as at 19 Feb 2024)
Minimum initial investment $1,000.00
Minimum additional investments $500.00

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Vanguard Australian Shares Index Mutual Fund - Open End 27.49%
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FAQs about the 10Invest Vanguard Growth Index

The objective of the 10Invest Vanguard Growth Index managed fund is This Fund seeks to track the collective returns from the various types of the underlying funds in which this option invests in before determining how much of the investment should be strategically allocated in, before taking into account fees, expenses and tax.

The strategy of the 10Invest Vanguard Growth Index managed fund is The Fund invests in a diversified portfolo of securities which means it is less exposed to the performance fluctuations of individual securities. It targets a 30% allocation to income oriented assets and 70% to growth oriented assets. It holds units in the following underlying funds including but not limited to: Vanguard Australian Fixed Interest Index Fund, Vanguard Global Aggregate Bond Index Fund (Hedged), Vanguard Australian Shares Index Fund, Vanguard International Shares Index Fund, Vanguard International Shares Index Fund (Hedged).

The APIR code of the 10Invest Vanguard Growth Index managed fund is LIF7241AU.

10Invest Vanguard Growth Index’s total return last month was 2.35%. This was made up of a growth return of 2.35% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

10Invest Vanguard Growth Index’s total return for the last three months was 3.28%. This was made up of a growth return of 3.28% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

10Invest Vanguard Growth Index’s one-year total return is 13.48%. This was made up of a growth return of 13.48% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

10Invest Vanguard Growth Index’s one-year total return is 4.09%. This was made up of a growth return of 4.09% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the 10Invest Vanguard Growth Index managed fund is :

Australian Equities
26.07%
International Equities
41.51%
Cash
0.69%
Property
2.62%
Fixed Interest
29.11%
Alternatives
0%

The Responsible Entity for the 10Invest Vanguard Growth Index managed fund is Lifeplan Australia Friendly Society Ltd.

The 10Invest Vanguard Growth Index managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Oct 2024, the size of the 10Invest Vanguard Growth Index managed fund was $39.75 million.

The 10Invest Vanguard Growth Index managed fund has an inception date of 11 Sep 2019.

The current entry price of the 10Invest Vanguard Growth Index managed fund is $1.3175 per unit and the current exit price is $1.3175 per unit (as at 13 Dec 2024).

The current exit price of the 10Invest Vanguard Growth Index managed fund is $1.3175 per unit and the current entry price is $1.3175 per unit (as at 13 Dec 2024).

The minimum initial investment amount for the 10Invest Vanguard Growth Index managed fund is $1,000. Minimum additional investment is $500.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.