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  5. Lifeplan Investment Bond - BT Active Balanced - Managed fund profile

Lifeplan Investment Bond - BT Active Balanced - 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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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 5.14% 4.09% 6.21% 0.32% 5.03% 2.89% 4.14% 4.99%
Growth return 5.14% 4.09% 6.21% 0.32% 5.03% 2.89% 4.14% 4.99%
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 Investment Bond - BT Active Balanced
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
Lifeplan Investment Bond - BT Active Balanced
Closed
Lifeplan Australia Friendly Society Ltd
LIF0046AU
Multisector Growth
starstarstar (as at 30 Nov 2020)
Investment Fund
24 Jul 2008
$2.07 million (as at 30 Nov 2020)
$1.7493 (as at 1 Dec 2020)
$1.7493 (as at 1 Dec 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.99% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

FAQs about the Lifeplan Investment Bond - BT Active Balanced

The objective of the Lifeplan Investment Bond - BT Active Balanced 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.

The strategy of the Lifeplan Investment Bond - BT Active Balanced 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%)

The APIR code of the Lifeplan Investment Bond - BT Active Balanced managed fund is LIF0046AU.

Lifeplan Investment Bond - BT Active Balanced’s total return last month was 5.14%. This was made up of a growth return of 5.14% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - BT Active Balanced’s total return for the last three months was 4.09%. This was made up of a growth return of 4.09% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - BT Active Balanced’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.

Lifeplan Investment Bond - BT Active Balanced’s one-year total return is 2.89%. This was made up of a growth return of 2.89% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

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

Australian Equities
27.91%
International Equities
30.35%
Cash
5.47%
Property
6.73%
Fixed Interest
13.33%
Alternatives
16.21%

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

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

As at 30 Nov 2020, the size of the Lifeplan Investment Bond - BT Active Balanced managed fund was $2.07 million.

The Lifeplan Investment Bond - BT Active Balanced managed fund has an inception date of 24 Jul 2008.

The current entry price of the Lifeplan Investment Bond - BT Active Balanced managed fund is $1.7493 per unit and the current exit price is $1.7493 per unit (as at 1 Dec 2020).

The current exit price of the Lifeplan Investment Bond - BT Active Balanced managed fund is $1.7493 per unit and the current entry price is $1.7493 per unit (as at 1 Dec 2020).

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