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  5. Lifeplan FlexiGrowth - Capital Guaranteed - Managed fund profile

Lifeplan FlexiGrowth - Capital Guaranteed - Managed Fund

Fund Objective
Aims to provide consistent, reliable and competitive income returns generated from a portfolio of cash and fixed interest investment, backed by a capital guarantee from Lifeplan.
Fund Strategy
To invest in a broad selection of cash and fixed interest investments which are selected on the basis of their capacity to provide a stable and reliable income stream. The option aims to hedge any currency risk that occurs.

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 0.01% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.08% 2.19% 4.39% 4.13% 3.21% 1.98% 1.93%
As at 31 Dec 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan FlexiGrowth - Capital Guaranteed
Cash
93.37%
Fixed Interest
6.63%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
22.87%
Fixed Interest
34.95%
Australian Equities
5.10%
International Equities
8.52%
Property
1.83%
Alternatives
26.73%

General Information

Fund Details
Type Description
Lifeplan FlexiGrowth - Capital Guaranteed
Lifeplan Australia Friendly Society Ltd
LIF0006AU
Miscellaneous
starstarstarstarstar (as at 31 Mar 2008)
Investment Fund
1 Jul 1996
$9.85 million (as at 31 Oct 2024)
n/a
n/a
Open
Offer information
Type Description
MER 1.50% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.50% (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 FlexiGrowth - Capital Guaranteed

The objective of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is Aims to provide consistent, reliable and competitive income returns generated from a portfolio of cash and fixed interest investment, backed by a capital guarantee from Lifeplan.

The strategy of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is To invest in a broad selection of cash and fixed interest investments which are selected on the basis of their capacity to provide a stable and reliable income stream. The option aims to hedge any currency risk that occurs.

The APIR code of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is LIF0006AU.

Lifeplan FlexiGrowth - Capital Guaranteed’s total return last month was 0.01%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2020.

Lifeplan FlexiGrowth - Capital Guaranteed’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2020.

Lifeplan FlexiGrowth - Capital Guaranteed’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2020.

Lifeplan FlexiGrowth - Capital Guaranteed’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2020.

The asset allocation of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is :

Cash
93.37%
Fixed Interest
6.63%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan FlexiGrowth - Capital Guaranteed managed fund belongs to the Miscellaneous sector/asset class.

As at 31 Oct 2024, the size of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund was $9.85 million.

The Lifeplan FlexiGrowth - Capital Guaranteed managed fund has an inception date of 1 Jul 1996.

The current entry price of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Lifeplan FlexiGrowth - Capital Guaranteed managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Lifeplan FlexiGrowth - Capital Guaranteed 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.