Lifeplan Education Bond - BT Active - Managed Fund (Closed)

Fund Objective

To provide an overall return (before the deduction of fees, tax and expenses) that exceeds the return from its benchmark over the recommended investment timeframe of 5 years or more.

Fund Strategy

Asset Allocation benchmarks and ranges: Australian Shares 38% (28-48%), International Shares 22% (12-32%), Australian Property 5% (0-10%), International Property 3% (0-10%), Australian Fixed Interest 17% (5-32%), International Fixed Interest 8% (0-20%), Cash 2% (0-10%), Alternative Investments 5% (0-10%)

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	4.8%	3.69%	5.65%	-0.32%	4.53%	2.53%	3.79%	4.78%
Growth return	4.8%	3.69%	5.65%	-0.32%	4.53%	2.53%	3.79%	4.78%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	2.98%	4.07%	9.17%	18.84%	11.44%	6.08%	6.76%	7.77%

As at 30 Nov 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Education Bond - BT Active

Australian Equities: 27.91%

International Equities: 30.35%

Cash: 5.47%

Property: 6.73%

Fixed Interest: 13.33%

Alternatives: 16.21%

Average Allocation of Peers

Australian Equities: 27.54%

International Equities: 33.90%

Cash: 5.64%

Property: 6.85%

Fixed Interest: 21.68%

Alternatives: 4.39%

General Information

Fund Details

Type	Description
Fund Name	Lifeplan Education Bond - BT Active
Fund Status	Closed
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0030AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 30 Nov 2020)
Legal Structure	Investment Fund
Fund Inception	11 Jul 2007
Fund Size	$0.48 million (as at 30 Nov 2020)
Entry Price	$1.5253 (as at 1 Dec 2020)
Exit Price	$1.5253 (as at 1 Dec 2020)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	2.09% (as at 30 Jun 2012)
Minimum initial investment	$1,000.00
Minimum additional investments	$500.00
Minimum redemption amount	$500.00

FAQs about the Lifeplan Education Bond - BT Active

What is the objective of the Lifeplan Education Bond - BT Active managed fund?

The objective of the Lifeplan Education Bond - BT Active managed fund is To provide an overall return (before the deduction of fees, tax and expenses) that exceeds the return from its benchmark over the recommended investment timeframe of 5 years or more.

What is the strategy for the Lifeplan Education Bond - BT Active managed fund?

The strategy of the Lifeplan Education Bond - BT Active managed fund is Asset Allocation benchmarks and ranges: Australian Shares 38% (28-48%), International Shares 22% (12-32%), Australian Property 5% (0-10%), International Property 3% (0-10%), Australian Fixed Interest 17% (5-32%), International Fixed Interest 8% (0-20%), Cash 2% (0-10%), Alternative Investments 5% (0-10%)

What is the APIR code of the Lifeplan Education Bond - BT Active managed fund?

The APIR code of the Lifeplan Education Bond - BT Active managed fund is LIF0030AU.

What was Lifeplan Education Bond - BT Active’s total return last month?

Lifeplan Education Bond - BT Active’s total return last month was 4.8%. This was made up of a growth return of 4.8% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

What was Lifeplan Education Bond - BT Active’s total return for the last three months?

Lifeplan Education Bond - BT Active’s total return for the last three months was 3.69%. This was made up of a growth return of 3.69% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

What is Lifeplan Education Bond - BT Active’s one-year total return?

Lifeplan Education Bond - BT Active’s one-year total return is -0.32%. This was made up of a growth return of -0.32% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

What is Lifeplan Education Bond - BT Active’s three-year total return?

Lifeplan Education Bond - BT Active’s one-year total return is 2.53%. This was made up of a growth return of 2.53% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

What is the asset allocation of the Lifeplan Education Bond - BT Active managed fund?

The asset allocation of the Lifeplan Education Bond - BT Active managed fund is :

Australian Equities: 27.91%

International Equities: 30.35%

Cash: 5.47%

Property: 6.73%

Fixed Interest: 13.33%

Alternatives: 16.21%

Who is the responsible Entity of the Lifeplan Education Bond - BT Active managed fund?

The Responsible Entity for the Lifeplan Education Bond - BT Active managed fund is Lifeplan Australia Friendly Society Ltd.

What sector/asset class does the Lifeplan Education Bond - BT Active managed fund belong to?

The Lifeplan Education Bond - BT Active managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Lifeplan Education Bond - BT Active managed fund?

As at 30 Nov 2020, the size of the Lifeplan Education Bond - BT Active managed fund was $0.48 million.

What is the inception date of the Lifeplan Education Bond - BT Active managed fund?

The Lifeplan Education Bond - BT Active managed fund has an inception date of 11 Jul 2007.

What is the current entry price of the Lifeplan Education Bond - BT Active managed fund?

The current entry price of the Lifeplan Education Bond - BT Active managed fund is $1.5253 per unit and the current exit price is $1.5253 per unit (as at 1 Dec 2020).

What is the current exit price of the Lifeplan Education Bond - BT Active managed fund?

The current exit price of the Lifeplan Education Bond - BT Active managed fund is $1.5253 per unit and the current entry price is $1.5253 per unit (as at 1 Dec 2020).

What is the minimum investment amount for the Lifeplan Education Bond - BT Active managed fund?

The minimum initial investment amount for the Lifeplan Education Bond - BT Active 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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