Lifeplan FlexiGrowth - Income Option - Managed Fund

Fund Objective

Aims to provide competitive monthly income returns while maintaining stability of capital by investing in a diversified portfolio of Australian mortgages, other fixed interest investments and cash.

Fund Strategy

The option's strategy is to invest in a broad selection of cash and fixed interest investments, with an emphasis on high quality Australian based mortgages. Lifeplan currently invests the option into funds managed by Colonial First State Investments Limited ABN and National Mutual Funds Management Ltd.

Fund Performance Comparison

Relative Fund Performance vs 378 peers using RBA Bank accepted Bills 90 Days as their benchmark.

Lifeplan FlexiGrowth - Income Option

Peers

Benchmark (RBA Bank accepted Bills 90 Days)

Eureka Asset-backed Loan Fund

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

1.20

% p.a.

Lifeplan FlexiGrowth - Income Option

1.09

% p.a.

Average of peers (378)

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	0.37%	1.07%	2.15%	4.14%	3.75%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.32%	0.99%	2.09%	4.33%	4.3%	3.77%	2.28%	2.01%

As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 24.52%

Australian Equities: 4.28%

International Equities: 7.52%

Cash: 44.29%

Property: 1.93%

Fixed Interest: 17.45%

General Information

Fund Details

Type	Description
Fund Name	Lifeplan FlexiGrowth - Income Option
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0007AU
Sector/Asset Class	Miscellaneous
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	31 Mar 2001
Fund Size	$3.38 million (as at 31 Jan 2025)
Entry Price	n/a
Exit Price	n/a
Fund Status	Closed

Offer information

Type	Description
MER	1.20% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR)	1.20% (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 - Income Option

What is the objective of the Lifeplan FlexiGrowth - Income Option managed fund?

The objective of the Lifeplan FlexiGrowth - Income Option managed fund is Aims to provide competitive monthly income returns while maintaining stability of capital by investing in a diversified portfolio of Australian mortgages, other fixed interest investments and cash.

What is the strategy for the Lifeplan FlexiGrowth - Income Option managed fund?

The strategy of the Lifeplan FlexiGrowth - Income Option managed fund is The option's strategy is to invest in a broad selection of cash and fixed interest investments, with an emphasis on high quality Australian based mortgages. Lifeplan currently invests the option into funds managed by Colonial First State Investments Limited ABN and National Mutual Funds Management Ltd.

What is the APIR code of the Lifeplan FlexiGrowth - Income Option managed fund?

The APIR code of the Lifeplan FlexiGrowth - Income Option managed fund is LIF0007AU.

What was Lifeplan FlexiGrowth - Income Option’s total return last month?

Lifeplan FlexiGrowth - Income Option’s total return last month was 0.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

What was Lifeplan FlexiGrowth - Income Option’s total return for the last three months?

Lifeplan FlexiGrowth - Income Option’s total return for the last three months was 1.07%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2025.

What is Lifeplan FlexiGrowth - Income Option’s one-year total return?

Lifeplan FlexiGrowth - Income Option’s one-year total return is 4.14%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

What is Lifeplan FlexiGrowth - Income Option’s three-year total return?

Lifeplan FlexiGrowth - Income Option’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 Mar 2025.

What is the asset allocation of the Lifeplan FlexiGrowth - Income Option managed fund?

The asset allocation of the Lifeplan FlexiGrowth - Income Option managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Lifeplan FlexiGrowth - Income Option managed fund?

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

What sector/asset class does the Lifeplan FlexiGrowth - Income Option managed fund belong to?

The Lifeplan FlexiGrowth - Income Option managed fund belongs to the Miscellaneous sector/asset class.

What is the size of the Lifeplan FlexiGrowth - Income Option managed fund?

As at 31 Jan 2025, the size of the Lifeplan FlexiGrowth - Income Option managed fund was $3.38 million.

What is the inception date of the Lifeplan FlexiGrowth - Income Option managed fund?

The Lifeplan FlexiGrowth - Income Option managed fund has an inception date of 31 Mar 2001.

What is the current entry price of the Lifeplan FlexiGrowth - Income Option managed fund?

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

What is the current exit price of the Lifeplan FlexiGrowth - Income Option managed fund?

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

What is the minimum investment amount for the Lifeplan FlexiGrowth - Income Option managed fund?

The minimum initial investment amount for the Lifeplan FlexiGrowth - Income Option 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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