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  5. LIB - Colonial FirstChoice Wholesale Multi-index Moderate - Managed fund profile

LIB - Colonial FirstChoice Wholesale Multi-index Moderate - Managed Fund

Fund Objective
To provide a balance of income and capital growth over the medium-to long term. To outperform the option's composite benchmark over rolling three year periods before fees and taxes.
Fund Strategy
The option allocates 60% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed by Realindex Investments using the RAFI methodology to select securities. The property and infrastructure components are managed using market capitalisation indices. 40% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.

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 1.83% 3.04% 6.07% 12.18% 7.83% 4.68% 4.13% -%
Growth return 1.83% 3.04% 6.07% 12.18% 7.83% 4.68% 4.13% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Colonial FirstChoice Wholesale Multi-index Moderate
Australian Equities
19.70%
International Equities
36.53%
Cash
4.55%
Property
3.95%
Fixed Interest
35.27%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.92%
International Equities
27.94%
Cash
9.79%
Property
4%
Fixed Interest
35.51%
Alternatives
6.84%

General Information

Fund Details
Type Description
LIB - Colonial FirstChoice Wholesale Multi-index Moderate
Lifeplan Australia Friendly Society Ltd
LIF1270AU
Multisector Balanced
starstarstarstarstar (as at 30 Nov 2024)
Investment Fund
21 May 2018
$3.67 million (as at 31 Oct 2024)
$1.3057 (as at 13 Dec 2024)
$1.3057 (as at 13 Dec 2024)
Open
Offer information
Type Description
MER 1.42% (as at 22 Mar 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Aug 2024)

Holding (as at 31 Aug 2024) Type % of Portfolio
BHP Group Ltd Equity 1.81%
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FAQs about the LIB - Colonial FirstChoice Wholesale Multi-index Moderate

The objective of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is To provide a balance of income and capital growth over the medium-to long term. To outperform the option's composite benchmark over rolling three year periods before fees and taxes.

The strategy of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is The option allocates 60% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed by Realindex Investments using the RAFI methodology to select securities. The property and infrastructure components are managed using market capitalisation indices. 40% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.

The APIR code of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is LIF1270AU.

LIB - Colonial FirstChoice Wholesale Multi-index Moderate’s total return last month was 1.83%. This was made up of a growth return of 1.83% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

LIB - Colonial FirstChoice Wholesale Multi-index Moderate’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 30 Nov 2024.

LIB - Colonial FirstChoice Wholesale Multi-index Moderate’s one-year total return is 12.18%. This was made up of a growth return of 12.18% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

LIB - Colonial FirstChoice Wholesale Multi-index Moderate’s one-year total return is 4.68%. This was made up of a growth return of 4.68% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is :

Australian Equities
19.70%
International Equities
36.53%
Cash
4.55%
Property
3.95%
Fixed Interest
35.27%
Alternatives
0%

The Responsible Entity for the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Oct 2024, the size of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund was $3.67 million.

The LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund has an inception date of 21 May 2018.

The current entry price of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is $1.3057 per unit and the current exit price is $1.3057 per unit (as at 13 Dec 2024).

The current exit price of the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is $1.3057 per unit and the current entry price is $1.3057 per unit (as at 13 Dec 2024).

The minimum initial investment amount for the LIB - Colonial FirstChoice Wholesale Multi-index Moderate managed fund is $1,000. Minimum additional investment 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.