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  5. Lifeplan Investment Bond - AMP RI Leaders Balanced - Managed fund profile

Lifeplan Investment Bond - AMP RI Leaders Balanced - Managed Fund (Closed)

Fund Objective
To provide moderate capital growth and some income by investing across a range of asset types with higher exposure to growth assets.
Fund Strategy
The fund invests in a diversified range of asset classes, with a bias towards growth assets (shares and property).

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 3.89% 3.46% 6.96% 1.86% 5.79% 4.15% 4.41% -%
Growth return 3.89% 3.46% 6.96% 1.86% 5.79% 4.15% 4.41% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 30 Nov 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Investment Bond - AMP RI Leaders Balanced
Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property
9.07%
Fixed Interest
27.10%
Alternatives
1.18%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
Lifeplan Investment Bond - AMP RI Leaders Balanced
Closed
Lifeplan Australia Friendly Society Ltd
LIF0106AU
Multisector Growth
starstarstar (as at 30 Nov 2020)
Investment Fund
1 May 2012
$0.69 million (as at 30 Nov 2020)
$1.3909 (as at 14 Dec 2020)
$1.3909 (as at 14 Dec 2020)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

FAQs about the Lifeplan Investment Bond - AMP RI Leaders Balanced

The objective of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is To provide moderate capital growth and some income by investing across a range of asset types with higher exposure to growth assets.

The strategy of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is The fund invests in a diversified range of asset classes, with a bias towards growth assets (shares and property).

The APIR code of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is LIF0106AU.

Lifeplan Investment Bond - AMP RI Leaders Balanced’s total return last month was 3.89%. This was made up of a growth return of 3.89% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - AMP RI Leaders Balanced’s total return for the last three months was 3.46%. This was made up of a growth return of 3.46% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - AMP RI Leaders Balanced’s one-year total return is 1.86%. This was made up of a growth return of 1.86% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - AMP RI Leaders Balanced’s one-year total return is 4.15%. This was made up of a growth return of 4.15% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

The asset allocation of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is :

Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property
9.07%
Fixed Interest
27.10%
Alternatives
1.18%

The Responsible Entity for the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2020, the size of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund was $0.69 million.

The Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund has an inception date of 1 May 2012.

The current entry price of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is $1.3909 per unit and the current exit price is $1.3909 per unit (as at 14 Dec 2020).

The current exit price of the Lifeplan Investment Bond - AMP RI Leaders Balanced managed fund is $1.3909 per unit and the current entry price is $1.3909 per unit (as at 14 Dec 2020).

The minimum initial investment amount for the Lifeplan Investment Bond - AMP RI Leaders Balanced 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.