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  5. Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed - Managed Fund

Fund Objective
Aims to provide consistent, reliable and competitive returns generated from a portfolio of predominantly money market investments.
Fund Strategy
The fund invests in a diversified portfolio of high quality money market securities with some allocation to fixed interest securities. The fund does not invest in securities that give rise to material currency risk and therefore 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 0.02% 0.05% 0.1% 0.2% 0.35% 0.57% 0.96% 2.19%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 30 Jun 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
20.03%
Australian Equities
5.33%
International Equities
4.76%
Property
0.47%
Fixed Interest
69.07%
Alternatives
0.35%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed
Lifeplan Australia Friendly Society Ltd
COM0212AU
Reserve Backed
starstarstar (as at 31 Jan 2017)
Investment Fund
1 Mar 1986
$32.7 million (as at 31 Oct 2024)
n/a
$1
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2012)

FAQs about the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed

The objective of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is Aims to provide consistent, reliable and competitive returns generated from a portfolio of predominantly money market investments.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is The fund invests in a diversified portfolio of high quality money market securities with some allocation to fixed interest securities. The fund does not invest in securities that give rise to material currency risk and therefore does not hedge currency risk.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is COM0212AU.

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed’s total return last month was 0.02%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed’s total return for the last three months was 0.05%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2016.

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed’s one-year total return is 0.2%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed’s one-year total return is 0.57%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2016.

The asset allocation of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund belongs to the Reserve Backed sector/asset class.

As at 31 Oct 2024, the size of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund was $32.7 million.

The Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund has an inception date of 1 Mar 1986.

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is $ per unit and the current exit price is $1 per unit (as at ).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is $1 per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Capital Guaranteed managed fund is $.

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.