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  5. ipac life choices Active 100 - Managed fund profile

ipac life choices Active 100 - Managed Fund

Fund Objective
To provide high growth in your investment over the long term with large fluctuations in value likely when compared to other Active Investment Options.
Fund Strategy
Invests in a diversified mix of predominantly growth assets using a range of specialist investment managers.

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 0.3% 2.3% 8.55% 25.4% 14.94% 6.79% 8.75% 8.71%
Growth return 0.3% 2.3% 1.27% -% 9.36% -2.17% -0.06% -0.97%
Income return 0% 0% 7.28% -% 5.58% 8.96% 8.81% 9.68%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac life choices Active 100
Australian Equities
41.80%
International Equities
54.17%
Cash
0.21%
Property
2.79%
Fixed Interest
-0.02%
Alternatives
1.05%
Average Allocation of Peers
Australian Equities
34.17%
International Equities
48.53%
Cash
3.23%
Property
4.87%
Fixed Interest
5.65%
Alternatives
3.54%

General Information

Fund Details
Type Description
ipac life choices Active 100 (Wholesale)
IPAC Asset Management Limited
IPA0153AU
Multisector Aggressive
starstarstarstar (as at 31 Oct 2024)
Investment Fund
24 Apr 2012
$158.83 million (as at 31 Oct 2024)
$1.15 (as at 20 Nov 2024)
$1.1474 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 1.03% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BHP Group Ltd Equity 4.05%
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FAQs about the ipac life choices Active 100

The objective of the ipac life choices Active 100 managed fund is To provide high growth in your investment over the long term with large fluctuations in value likely when compared to other Active Investment Options.

The strategy of the ipac life choices Active 100 managed fund is Invests in a diversified mix of predominantly growth assets using a range of specialist investment managers.

The APIR code of the ipac life choices Active 100 managed fund is IPA0153AU.

ipac life choices Active 100’s total return last month was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

ipac life choices Active 100’s total return for the last three months was 2.3%. This was made up of a growth return of 2.3% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

ipac life choices Active 100’s one-year total return is 25.4%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

ipac life choices Active 100’s one-year total return is 6.79%. This was made up of a growth return of -2.17% and an income return of 8.96%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the ipac life choices Active 100 managed fund is :

Australian Equities
41.80%
International Equities
54.17%
Cash
0.21%
Property
2.79%
Fixed Interest
-0.02%
Alternatives
1.05%

The Responsible Entity for the ipac life choices Active 100 managed fund is IPAC Asset Management Limited.

The ipac life choices Active 100 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Oct 2024, the size of the ipac life choices Active 100 managed fund was $158.83 million.

The ipac life choices Active 100 managed fund has an inception date of 24 Apr 2012.

The current entry price of the ipac life choices Active 100 managed fund is $1.15 per unit and the current exit price is $1.1474 per unit (as at 20 Nov 2024).

The current exit price of the ipac life choices Active 100 managed fund is $1.1474 per unit and the current entry price is $1.15 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the ipac life choices Active 100 managed fund is $500,000. Minimum additional investment is $5000.

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.