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  5. Lifeplan Investment Bond - FC Property Securities - Managed fund profile

Lifeplan Investment Bond - FC Property Securities - Managed Fund (Closed)

Fund Objective
To provide medium-to-long-term capital growth and income predominantly from a selection of listed property-related investments.
Fund Strategy
The option's strategy is to add value by evaluating each underlying property and selecting investments for anticipated outperformance against others in the sector. As the option's investments are predominantly Australian securities, the option does not hedge currency risk.

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 10.24% 8.87% 13.79% -6.48% 5.7% 3.72% 5.89% 7.65%
Growth return 10.24% 8.87% 13.79% -6.48% 5.7% 3.72% 5.89% 7.65%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
As at 30 Nov 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Investment Bond - FC Property Securities
Cash
2.06%
Property
97.94%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.83%
Property
95.02%
Australian Equities
2.12%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
Lifeplan Investment Bond - FC Property Securities
Closed
Lifeplan Australia Friendly Society Ltd
LIF0058AU
Equity Australia Real Estate
starstarstarstar (as at 30 Nov 2020)
Investment Fund
24 Jul 2008
$1 million (as at 30 Nov 2020)
$2.7231 (as at 1 Dec 2020)
$2.7231 (as at 1 Dec 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.91% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Jan 2004)

Holding (as at 31 Jan 2004) Type % of Portfolio
Stockland Stock 13.01%
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FAQs about the Lifeplan Investment Bond - FC Property Securities

The objective of the Lifeplan Investment Bond - FC Property Securities managed fund is To provide medium-to-long-term capital growth and income predominantly from a selection of listed property-related investments.

The strategy of the Lifeplan Investment Bond - FC Property Securities managed fund is The option's strategy is to add value by evaluating each underlying property and selecting investments for anticipated outperformance against others in the sector. As the option's investments are predominantly Australian securities, the option does not hedge currency risk.

The APIR code of the Lifeplan Investment Bond - FC Property Securities managed fund is LIF0058AU.

Lifeplan Investment Bond - FC Property Securities’s total return last month was 10.24%. This was made up of a growth return of 10.24% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - FC Property Securities’s total return for the last three months was 8.87%. This was made up of a growth return of 8.87% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - FC Property Securities’s one-year total return is -6.48%. This was made up of a growth return of -6.48% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - FC Property Securities’s one-year total return is 3.72%. This was made up of a growth return of 3.72% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

The asset allocation of the Lifeplan Investment Bond - FC Property Securities managed fund is :

Cash
2.06%
Property
97.94%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Investment Bond - FC Property Securities managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Investment Bond - FC Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Nov 2020, the size of the Lifeplan Investment Bond - FC Property Securities managed fund was $1 million.

The Lifeplan Investment Bond - FC Property Securities managed fund has an inception date of 24 Jul 2008.

The current entry price of the Lifeplan Investment Bond - FC Property Securities managed fund is $2.7231 per unit and the current exit price is $2.7231 per unit (as at 1 Dec 2020).

The current exit price of the Lifeplan Investment Bond - FC Property Securities managed fund is $2.7231 per unit and the current entry price is $2.7231 per unit (as at 1 Dec 2020).

The minimum initial investment amount for the Lifeplan Investment Bond - FC Property Securities 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.