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  5. Lifeplan Tax Minimiser - Investment Bond Funeral Bond - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond Funeral Bond - Managed Fund

Fund Objective
The Funeral Bond aims to provide consistent, reliable and competitive returns generated from a portfolio of cash and fixed interest investment, backed by a capital guarantee from Lifeplan.
Fund Strategy
To invest in a diversified portfolio of cash and fixed interest securities.

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 0.1% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 30 Jun 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Funeral Bond
Cash
75%
Fixed Interest
25%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
43.46%
Fixed Interest
17.40%
Australian Equities
4.28%
International Equities
7.52%
Property
1.93%
Alternatives
25.41%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Funeral Bond
Lifeplan Australia Friendly Society Ltd
LIF0005AU
Miscellaneous
Not Rated
Investment Fund
28 Jan 2003
$92.03 million (as at 31 Jan 2025)
n/a
n/a
Open
Offer information
Type Description
Standard entry fee 4%
MER 1.50% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.50% (as at 30 Jun 2012)
Minimum initial investment $500.00
Minimum additional investments $75.00

FAQs about the Lifeplan Tax Minimiser - Investment Bond Funeral Bond

The objective of the Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund is The Funeral Bond aims to provide consistent, reliable and competitive returns generated from a portfolio of cash and fixed interest investment, backed by a capital guarantee from Lifeplan.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund is To invest in a diversified portfolio of cash and fixed interest securities.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund is LIF0005AU.

Lifeplan Tax Minimiser - Investment Bond Funeral Bond’s total return last month was 0.1%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2020.

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

Lifeplan Tax Minimiser - Investment Bond Funeral Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2020.

Lifeplan Tax Minimiser - Investment Bond Funeral Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2020.

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

Cash
75%
Fixed Interest
25%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

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

The Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund belongs to the Miscellaneous sector/asset class.

As at 31 Jan 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund was $92.03 million.

The Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund has an inception date of 28 Jan 2003.

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

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

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Funeral Bond managed fund is $500. Minimum additional investment is $75.

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.