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  5. Funeral Plan Bond Fund - Moderate - Managed fund profile

Funeral Plan Bond Fund - Moderate - Managed Fund

Fund Objective
To provide post-fee returns in excess of the Australian Consumer Price Index1 plus 2.5% p.a., over rolling three-year periods.
Fund Strategy
Invests in a diversified portfolio with an increased allocation to growth assets such as shares and property and a reduced exposure to defensive assets as compared to the Conservative option.

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 1.33% 2.27% 3.17% 5.54% 4.34% 1.99% 2.31% -%
Growth return 1.33% 2.27% 3.17% 5.54% 4.34% 1.99% 2.31% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD )
Total return 2.23% 3.89% 4.11% 7.88% 5% 1.26% 2.67% 4.31%
As at 31 Jul 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Funeral Plan Bond Fund - Moderate
Australian Equities
13.02%
International Equities
10.53%
Cash
32.41%
Property
12.60%
Fixed Interest
31.44%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.02%
International Equities
13.31%
Cash
18.65%
Property
4.42%
Fixed Interest
46.18%
Alternatives
6.43%

General Information

Fund Details
Type Description
Funeral Plan Bond Fund - Moderate
Lifeplan Australia Friendly Society Ltd
LIF9834AU
Multisector Moderate
starstarstarstarstar (as at 31 May 2024)
Investment Fund
14 Jul 2017
$44.1 million (as at 30 Jun 2024)
$1.1873 (as at 31 Jul 2024)
$1.1873 (as at 31 Jul 2024)
Open
Offer information
Type Description
MER 1.38% (as at 30 Nov 2023)
Minimum initial investment $500.00
Minimum additional investments $50.00
Minimum redemption amount

FAQs about the Funeral Plan Bond Fund - Moderate

The objective of the Funeral Plan Bond Fund - Moderate managed fund is To provide post-fee returns in excess of the Australian Consumer Price Index1 plus 2.5% p.a., over rolling three-year periods.

The strategy of the Funeral Plan Bond Fund - Moderate managed fund is Invests in a diversified portfolio with an increased allocation to growth assets such as shares and property and a reduced exposure to defensive assets as compared to the Conservative option.

The APIR code of the Funeral Plan Bond Fund - Moderate managed fund is LIF9834AU.

Funeral Plan Bond Fund - Moderate’s total return last month was 1.33%. This was made up of a growth return of 1.33% and an income return of 0%. These returns were calculated as at 31 Jul 2024.

Funeral Plan Bond Fund - Moderate’s total return for the last three months was 2.27%. This was made up of a growth return of 2.27% and an income return of 0%%. These returns were calculated as at 31 Jul 2024.

Funeral Plan Bond Fund - Moderate’s one-year total return is 5.54%. This was made up of a growth return of 5.54% and an income return of 0%. These returns were calculated as at 31 Jul 2024.

Funeral Plan Bond Fund - Moderate’s one-year total return is 1.99%. This was made up of a growth return of 1.99% and an income return of 0%. These returns were calculated as at 31 Jul 2024.

The asset allocation of the Funeral Plan Bond Fund - Moderate managed fund is :

Australian Equities
13.02%
International Equities
10.53%
Cash
32.41%
Property
12.60%
Fixed Interest
31.44%
Alternatives
0%

The Responsible Entity for the Funeral Plan Bond Fund - Moderate managed fund is Lifeplan Australia Friendly Society Ltd.

The Funeral Plan Bond Fund - Moderate managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Jun 2024, the size of the Funeral Plan Bond Fund - Moderate managed fund was $44.1 million.

The Funeral Plan Bond Fund - Moderate managed fund has an inception date of 14 Jul 2017.

The current entry price of the Funeral Plan Bond Fund - Moderate managed fund is $1.1873 per unit and the current exit price is $1.1873 per unit (as at 31 Jul 2024).

The current exit price of the Funeral Plan Bond Fund - Moderate managed fund is $1.1873 per unit and the current entry price is $1.1873 per unit (as at 31 Jul 2024).

The minimum initial investment amount for the Funeral Plan Bond Fund - Moderate managed fund is $500. Minimum additional investment is $50.

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.