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  5. Australian Unity - Education Savings Plan Short-term - Managed fund profile

Australian Unity - Education Savings Plan Short-term - Managed Fund

Fund Objective
To provide investors with stable growth over the medium term, by investing primarily in secure fixed interest investments with a limited exposure to growth assets.
Fund Strategy
To invest in a diversified portfolio of shares, property securities, fixed interest, mortgages and cash. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10% (6%), Australian shares 0-20% (14%), listed property trusts 5-15% (10%), Australian fixed interest 25-35% (30%), mortgages 25-35% (30%), cash 5-15% (10%).

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 -0.72% -0.04% -0.39% 1.63% 2.09% 12.36% 9.08% 4.94%
Growth return -0.72% -0.04% -0.39% 1.63% 2.09% 12.36% 9.08% 4.94%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Unity - Education Savings Plan Short-term
Australian Equities
17.16%
International Equities
9.37%
Cash
24.16%
Property
11.83%
Fixed Interest
37.48%
Alternatives
0%
Average Allocation of Peers
Australian Equities
4.28%
International Equities
7.52%
Cash
43.40%
Property
1.93%
Fixed Interest
17.42%
Alternatives
25.45%

General Information

Fund Details
Type Description
Australian Unity - Education Savings Plan Short-term
Lifeplan Australia Friendly Society Ltd
AUS0107AU
Miscellaneous
Not Rated
Investment Fund
31 May 2001
$0.07 million (as at 28 Feb 2025)
$2.6946 (as at 31 Mar 2025)
$2.6946 (as at 31 Mar 2025)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1.75% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.75% (as at 30 Jun 2014)
Minimum initial investment $2,500.00

FAQs about the Australian Unity - Education Savings Plan Short-term

The objective of the Australian Unity - Education Savings Plan Short-term managed fund is To provide investors with stable growth over the medium term, by investing primarily in secure fixed interest investments with a limited exposure to growth assets.

The strategy of the Australian Unity - Education Savings Plan Short-term managed fund is To invest in a diversified portfolio of shares, property securities, fixed interest, mortgages and cash. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10% (6%), Australian shares 0-20% (14%), listed property trusts 5-15% (10%), Australian fixed interest 25-35% (30%), mortgages 25-35% (30%), cash 5-15% (10%).

The APIR code of the Australian Unity - Education Savings Plan Short-term managed fund is AUS0107AU.

Australian Unity - Education Savings Plan Short-term’s total return last month was -0.72%. This was made up of a growth return of -0.72% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Australian Unity - Education Savings Plan Short-term’s total return for the last three months was -0.04%. This was made up of a growth return of -0.04% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Australian Unity - Education Savings Plan Short-term’s one-year total return is 1.63%. This was made up of a growth return of 1.63% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Australian Unity - Education Savings Plan Short-term’s one-year total return is 12.36%. This was made up of a growth return of 12.36% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Australian Unity - Education Savings Plan Short-term managed fund is :

Australian Equities
17.16%
International Equities
9.37%
Cash
24.16%
Property
11.83%
Fixed Interest
37.48%
Alternatives
0%

The Responsible Entity for the Australian Unity - Education Savings Plan Short-term managed fund is Lifeplan Australia Friendly Society Ltd.

The Australian Unity - Education Savings Plan Short-term managed fund belongs to the Miscellaneous sector/asset class.

As at 28 Feb 2025, the size of the Australian Unity - Education Savings Plan Short-term managed fund was $0.07 million.

The Australian Unity - Education Savings Plan Short-term managed fund has an inception date of 31 May 2001.

The current entry price of the Australian Unity - Education Savings Plan Short-term managed fund is $2.6946 per unit and the current exit price is $2.6946 per unit (as at 31 Mar 2025).

The current exit price of the Australian Unity - Education Savings Plan Short-term managed fund is $2.6946 per unit and the current entry price is $2.6946 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the Australian Unity - Education Savings Plan Short-term managed fund is $2,500.

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.