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  5. Lifeplan Investment Bond - Lifeplan Managed Investment - Managed fund profile

Lifeplan Investment Bond - Lifeplan Managed Investment - Managed Fund (Closed)

Fund Objective
Aims to provide growth over the medium term through investment in a diversified portfolio with an emphasis on defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its objective.
Fund Strategy
To invest in a diverse mix of Australian shares, property securities, fixed interest securities and cash. The broad asset allocation is to be 45% invested in growth assets and 55% in defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its strategy.

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 3.3% 2.92% 5.24% -0.9% 4.84% 2.85% 3.76% 4.03%
Growth return 3.3% 2.92% 5.24% -0.9% 4.84% 2.85% 3.76% 4.03%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 30 Nov 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Investment Bond - Lifeplan Managed Investment
Australian Equities
0.09%
Cash
60.97%
Property
38.94%
Fixed Interest
0.01%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.88%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%
International Equities
27.90%
Alternatives
6.88%

General Information

Fund Details
Type Description
Lifeplan Investment Bond - Lifeplan Managed Investment
Closed
Lifeplan Australia Friendly Society Ltd
LIF0060AU
Multisector Balanced
starstarstar (as at 30 Nov 2020)
Investment Fund
24 Jul 2008
$0.85 million (as at 30 Nov 2020)
$1.6565 (as at 1 Dec 2020)
$1.6565 (as at 1 Dec 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.40% (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 - Lifeplan Managed Investment

The objective of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is Aims to provide growth over the medium term through investment in a diversified portfolio with an emphasis on defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its objective.

The strategy of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is To invest in a diverse mix of Australian shares, property securities, fixed interest securities and cash. The broad asset allocation is to be 45% invested in growth assets and 55% in defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its strategy.

The APIR code of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is LIF0060AU.

Lifeplan Investment Bond - Lifeplan Managed Investment’s total return last month was 3.3%. This was made up of a growth return of 3.3% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Lifeplan Managed Investment’s total return for the last three months was 2.92%. This was made up of a growth return of 2.92% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Lifeplan Managed Investment’s one-year total return is -0.9%. This was made up of a growth return of -0.9% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Lifeplan Managed Investment’s one-year total return is 2.85%. This was made up of a growth return of 2.85% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

The asset allocation of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is :

Australian Equities
0.09%
Cash
60.97%
Property
38.94%
Fixed Interest
0.01%
International Equities
0%
Alternatives
0%

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

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

As at 30 Nov 2020, the size of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund was $0.85 million.

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

The current entry price of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is $1.6565 per unit and the current exit price is $1.6565 per unit (as at 1 Dec 2020).

The current exit price of the Lifeplan Investment Bond - Lifeplan Managed Investment managed fund is $1.6565 per unit and the current entry price is $1.6565 per unit (as at 1 Dec 2020).

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