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  5. Gen Lf Vanguard High Growth Pf LfBstr 2.5 - Managed fund profile

Gen Lf Vanguard High Growth Pf LfBstr 2.5 - Managed Fund

Fund Objective
Seeks to track the return of the various indices of the underlying funds in proportion to the strategic asset allocation for the portfolio; before taking into account fees; expenses and tax.
Fund Strategy
The portfolio provides low-cost access to a range of Vanguard sector funds; offering broad diversification across multiple asset classes. It seeks to replicate the asset allocation of the Vanguard High Growth Index strategy and is biased towards growth assets. It is designed for investors with a high tolerance for risk. The portfolio targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes.

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 -3.87% -3.04% -0.13% -% -% -% -% -%
Growth return -3.87% -3.04% -0.13% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -3.27% -1.71% 0.65% 6.07% 12.07% 7.49% 12.57% 8.11%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
3.75%
Australian Equities
34.30%
International Equities
49.76%
Cash
1.82%
Property
4.65%
Fixed Interest
5.71%

General Information

Fund Details
Type Description
Gen Lf Vanguard High Growth Pf LfBstr 2.5
Austock Life Limited
ALL2382AU
Multisector Aggressive
Not Rated
Investment Fund
22 Mar 2022
$0.04 million (as at 28 Feb 2025)
$1.0011 (as at 11 Apr 2025)
$0.9995 (as at 11 Apr 2025)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $100.00

FAQs about the Gen Lf Vanguard High Growth Pf LfBstr 2.5

The objective of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is Seeks to track the return of the various indices of the underlying funds in proportion to the strategic asset allocation for the portfolio; before taking into account fees; expenses and tax.

The strategy of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is The portfolio provides low-cost access to a range of Vanguard sector funds; offering broad diversification across multiple asset classes. It seeks to replicate the asset allocation of the Vanguard High Growth Index strategy and is biased towards growth assets. It is designed for investors with a high tolerance for risk. The portfolio targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes.

The APIR code of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is ALL2382AU.

Gen Lf Vanguard High Growth Pf LfBstr 2.5’s total return last month was -3.87%. This was made up of a growth return of -3.87% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Gen Lf Vanguard High Growth Pf LfBstr 2.5’s total return for the last three months was -3.04%. This was made up of a growth return of -3.04% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Gen Lf Vanguard High Growth Pf LfBstr 2.5’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

Gen Lf Vanguard High Growth Pf LfBstr 2.5’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is Austock Life Limited.

The Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2025, the size of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund was $0.04 million.

The Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund has an inception date of 22 Mar 2022.

The current entry price of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is $1.0011 per unit and the current exit price is $0.9995 per unit (as at 11 Apr 2025).

The current exit price of the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is $0.9995 per unit and the current entry price is $1.0011 per unit (as at 11 Apr 2025).

The minimum initial investment amount for the Gen Lf Vanguard High Growth Pf LfBstr 2.5 managed fund is $100.

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.