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  5. Lifeplan Community Bond - Managed fund profile

Lifeplan Community Bond - Managed Fund

Fund Objective
A friendly society bond aiming to provide stable growth in investment value with high capital security.
Fund Strategy
Invests in authorised Trustee investments including Government, Semi-Government, Bank and registered first mortgage securities.

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 0.08% 0.25% 0.5% 1% 1.1% 1.23% 1.69% 2.09%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.93% 1.63% 1.16% 4.18% 3.85% 0.32% -0.59% 1.9%
As at 30 Jun 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Community Bond
Cash
92.01%
Fixed Interest
7.99%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
4.59%
Fixed Interest
93.76%
Australian Equities
1.07%
International Equities
0.47%
Property
0.06%
Alternatives
0.04%

General Information

Fund Details
Type Description
Lifeplan Community Bond
Lifeplan Australia Friendly Society Ltd
LIF0312AU
Bonds - Australia
starstar (as at 31 Jan 2017)
Investment Fund
15 Aug 1985
$21.65 million (as at 31 Jan 2025)
n/a
n/a
Closed
Offer information
Type Description
MER 1.50% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.50% (as at 30 Jun 2011)
Minimum initial investment $1,000.00

FAQs about the Lifeplan Community Bond

The objective of the Lifeplan Community Bond managed fund is A friendly society bond aiming to provide stable growth in investment value with high capital security.

The strategy of the Lifeplan Community Bond managed fund is Invests in authorised Trustee investments including Government, Semi-Government, Bank and registered first mortgage securities.

The APIR code of the Lifeplan Community Bond managed fund is LIF0312AU.

Lifeplan Community Bond’s total return last month was 0.08%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

Lifeplan Community Bond’s total return for the last three months was 0.25%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2016.

Lifeplan Community Bond’s one-year total return is 1%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

Lifeplan Community Bond’s one-year total return is 1.23%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

The asset allocation of the Lifeplan Community Bond managed fund is :

Cash
92.01%
Fixed Interest
7.99%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Community Bond managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Community Bond managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Jan 2025, the size of the Lifeplan Community Bond managed fund was $21.65 million.

The Lifeplan Community Bond managed fund has an inception date of 15 Aug 1985.

The current entry price of the Lifeplan Community Bond managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Lifeplan Community Bond managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Lifeplan Community Bond managed fund is $1,000.

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.