LEB - BT Active Balanced Open - Managed Fund

Fund Objective

Aims to provide a return (before all fees, costs and taxes) that exceeds the benchmark return of the underlying portfolio over the medium to long term.

Fund Strategy

To invest in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The underlying portfolio may also use derivatives. The underlying portfolio has a higher weighting towards growth assets than defensive assets.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.39%	0.66%	3.92%	9.74%	6.84%	3.46%	4.31%	4.49%
Growth return	-0.39%	0.66%	3.92%	9.74%	6.84%	3.46%	4.31%	4.49%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	-0.43%	1.58%	7.38%	20.91%	12.04%	5.34%	6.61%	7.49%

As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LEB - BT Active Balanced Open

Australian Equities: 27.59%

International Equities: 32.40%

Cash: 4.22%

Property: 4.30%

Fixed Interest: 16.75%

Alternatives: 14.74%

Average Allocation of Peers

Australian Equities: 27.52%

International Equities: 34.02%

Cash: 5.63%

Property: 6.78%

Fixed Interest: 21.64%

Alternatives: 4.40%

General Information

Fund Details

Type	Description
Fund Name	LEB - BT Active Balanced Open
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0150AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 30 Sep 2024)
Legal Structure	Investment Fund
Fund Inception	27 Jul 2012
Fund Size	$10.35 million (as at 30 Sep 2024)
Entry Price	$1.8878 (as at 14 Nov 2024)
Exit Price	$1.8878 (as at 14 Nov 2024)
Fund Status	Open

Offer information

Type	Description
MER	1.08% (as at 20 Feb 2024)
Minimum initial investment	$1,000.00
Minimum additional investments	$500.00

Top 10 holdings (as at 31 Aug 2024)

Holding (as at 31 Aug 2024)	Type	% of Portfolio
BHP Group Ltd	Equity	3.17%
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FAQs about the LEB - BT Active Balanced Open

What is the objective of the LEB - BT Active Balanced Open managed fund?

The objective of the LEB - BT Active Balanced Open managed fund is Aims to provide a return (before all fees, costs and taxes) that exceeds the benchmark return of the underlying portfolio over the medium to long term.

What is the strategy for the LEB - BT Active Balanced Open managed fund?

The strategy of the LEB - BT Active Balanced Open managed fund is To invest in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The underlying portfolio may also use derivatives. The underlying portfolio has a higher weighting towards growth assets than defensive assets.

What is the APIR code of the LEB - BT Active Balanced Open managed fund?

The APIR code of the LEB - BT Active Balanced Open managed fund is LIF0150AU.

What was LEB - BT Active Balanced Open’s total return last month?

LEB - BT Active Balanced Open’s total return last month was -0.39%. This was made up of a growth return of -0.39% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

What was LEB - BT Active Balanced Open’s total return for the last three months?

LEB - BT Active Balanced Open’s total return for the last three months was 0.66%. This was made up of a growth return of 0.66% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

What is LEB - BT Active Balanced Open’s one-year total return?

LEB - BT Active Balanced Open’s one-year total return is 9.74%. This was made up of a growth return of 9.74% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

What is LEB - BT Active Balanced Open’s three-year total return?

LEB - BT Active Balanced Open’s one-year total return is 3.46%. This was made up of a growth return of 3.46% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

What is the asset allocation of the LEB - BT Active Balanced Open managed fund?

The asset allocation of the LEB - BT Active Balanced Open managed fund is :

Australian Equities: 27.59%

International Equities: 32.40%

Cash: 4.22%

Property: 4.30%

Fixed Interest: 16.75%

Alternatives: 14.74%

Who is the responsible Entity of the LEB - BT Active Balanced Open managed fund?

The Responsible Entity for the LEB - BT Active Balanced Open managed fund is Lifeplan Australia Friendly Society Ltd.

What sector/asset class does the LEB - BT Active Balanced Open managed fund belong to?

The LEB - BT Active Balanced Open managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the LEB - BT Active Balanced Open managed fund?

As at 30 Sep 2024, the size of the LEB - BT Active Balanced Open managed fund was $10.35 million.

What is the inception date of the LEB - BT Active Balanced Open managed fund?

The LEB - BT Active Balanced Open managed fund has an inception date of 27 Jul 2012.

What is the current entry price of the LEB - BT Active Balanced Open managed fund?

The current entry price of the LEB - BT Active Balanced Open managed fund is $1.8878 per unit and the current exit price is $1.8878 per unit (as at 14 Nov 2024).

What is the current exit price of the LEB - BT Active Balanced Open managed fund?

The current exit price of the LEB - BT Active Balanced Open managed fund is $1.8878 per unit and the current entry price is $1.8878 per unit (as at 14 Nov 2024).

What is the minimum investment amount for the LEB - BT Active Balanced Open managed fund?

The minimum initial investment amount for the LEB - BT Active Balanced Open 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.

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