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  5. Lifeplan Tax Minimiser - Investment Bond Enhanced Yield - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield - Managed Fund

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 0.4% 0.83% 1.59% 4.49% 3.78% 1.49% 1.03% 1.67%
Growth return 0.4% 0.83% 1.59% 4.49% 3.78% 1.49% 1.03% 1.67%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -1.88% -0.39% 2.26% 7.08% 2.86% -0.62% -0.68% 2.11%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield
International Equities
-0.42%
Cash
20.27%
Fixed Interest
80.15%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
0.53%
Cash
5.68%
Fixed Interest
92.06%
Australian Equities
1.30%
Property
0.06%
Alternatives
0.36%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield
Lifeplan Australia Friendly Society Ltd
LIF0023AU
Unconstrained Fixed Income
starstarstarstar (as at 31 Mar 2023)
Investment Fund
14 Aug 2007
$0.07 million (as at 30 Sep 2024)
$1.3936 (as at 14 Nov 2024)
$1.3936 (as at 14 Nov 2024)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1.55% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.55% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 May 2024)

Holding (as at 31 May 2024) Type % of Portfolio
CFS FC-PM Capital Enhanced Yield Mutual Fund - Open End 92.29%
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FAQs about the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield

The objective of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is

The strategy of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is LIF0023AU.

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s total return last month was 0.4%. This was made up of a growth return of 0.4% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s total return for the last three months was 0.83%. This was made up of a growth return of 0.83% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s one-year total return is 4.49%. This was made up of a growth return of 4.49% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s one-year total return is 1.49%. This was made up of a growth return of 1.49% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is :

International Equities
-0.42%
Cash
20.27%
Fixed Interest
80.15%
Australian Equities
0%
Property
0%
Alternatives
0%

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

The Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund belongs to the Unconstrained Fixed Income sector/asset class.

As at 30 Sep 2024, the size of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund was $0.07 million.

The Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund has an inception date of 14 Aug 2007.

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is $1.3936 per unit and the current exit price is $1.3936 per unit (as at 14 Nov 2024).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is $1.3936 per unit and the current entry price is $1.3936 per unit (as at 14 Nov 2024).

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is $1,000. Minimum additional investment is $0.

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.