InvestSMART

Lifeplan Tax Minimiser - Investment Bond Global Share - Managed Fund

Fund Objective
The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in, traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to, and benefits from, sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.
Fund Strategy
The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in, traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to, and benefits from, sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

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 -3.61% -5.49% -5.83% -5.36% 5.2% 8.1% 6.11% 6.61%
Growth return -0.92% -1.37% -0.32% 0.88% 7.54% 10.35% 6.82% 7%
Income return -2.69% -4.12% -5.51% -6.24% -2.34% -2.25% -0.71% -0.39%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Global Share
International Equities
98.63%
Cash
1.37%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
90.04%
Cash
1.67%
Australian Equities
7.77%
Property & Infrastructure
0.24%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Global Share
Australian Unity Limited
LIF0004AU
Equity World Large Growth
starstarstarstar (as at 30 Nov 2025)
Investment Fund
28 Jan 2003
$2248452 million (as at 30 Nov 2025)
$2.6238 (as at 30 Jan 2026)
$2.6238 (as at 30 Jan 2026)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 2.05% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.05% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
NVIDIA Corp 6.56%
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FAQs about the Lifeplan Tax Minimiser - Investment Bond Global Share

The objective of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in, traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to, and benefits from, sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in, traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to, and benefits from, sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is LIF0004AU.

Lifeplan Tax Minimiser - Investment Bond Global Share’s total return last month was -3.61%. This was made up of a growth return of -0.92% and an income return of -2.69%. These returns were calculated as at 31 Jan 2026.

Lifeplan Tax Minimiser - Investment Bond Global Share’s total return for the last three months was -5.49%. This was made up of a growth return of -1.37% and an income return of -4.12%%. These returns were calculated as at 31 Jan 2026.

Lifeplan Tax Minimiser - Investment Bond Global Share’s one-year total return is -5.36%. This was made up of a growth return of 0.88% and an income return of -6.24%. These returns were calculated as at 31 Jan 2026.

Lifeplan Tax Minimiser - Investment Bond Global Share’s one-year total return is 8.1%. This was made up of a growth return of 10.35% and an income return of -2.25%. These returns were calculated as at 31 Jan 2026.

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

International Equities
98.63%
Cash
1.37%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is Australian Unity Limited.

The Lifeplan Tax Minimiser - Investment Bond Global Share managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Nov 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund was $2248452 million.

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

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is $2.6238 per unit and the current exit price is $2.6238 per unit (as at 30 Jan 2026).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is $2.6238 per unit and the current entry price is $2.6238 per unit (as at 30 Jan 2026).

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Global Share 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.