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  5. Lifeplan Tax Minimiser - Investment Bond High Growth - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond High Growth - Managed Fund

Fund Objective
Aims to provide growth over the long term through investment in a diversified portfolio of Australian and global shares.
Fund Strategy
The fund invests into the Colonial First State Wholesale High Growth option. Australian shares are managed in the GDP Plus investment style.

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 3.17% 5.47% 8.36% 17.54% 11.09% 5.08% 6.54% 6.69%
Growth return 3.17% 5.47% 8.36% 17.54% 11.09% 5.08% 6.54% 6.69%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.58% 5.32% 10.87% 23.14% 14.25% 8.16% 8.88% 9.51%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond High Growth
Australian Equities
50%
International Equities
50%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Cash
3.14%
Property
4.90%
Fixed Interest
5.64%
Alternatives
3.49%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond High Growth
Lifeplan Australia Friendly Society Ltd
LIF0002AU
Multisector Aggressive
starstarstarstar (as at 30 Nov 2024)
Investment Fund
28 Jan 2003
$4.31 million (as at 31 Oct 2024)
$3.07 (as at 13 Dec 2024)
$3.07 (as at 13 Dec 2024)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 2.10% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.10% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Lifeplan Tax Minimiser - Investment Bond High Growth

The objective of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is Aims to provide growth over the long term through investment in a diversified portfolio of Australian and global shares.

The strategy of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is The fund invests into the Colonial First State Wholesale High Growth option. Australian shares are managed in the GDP Plus investment style.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is LIF0002AU.

Lifeplan Tax Minimiser - Investment Bond High Growth’s total return last month was 3.17%. This was made up of a growth return of 3.17% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Lifeplan Tax Minimiser - Investment Bond High Growth’s total return for the last three months was 5.47%. This was made up of a growth return of 5.47% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Lifeplan Tax Minimiser - Investment Bond High Growth’s one-year total return is 17.54%. This was made up of a growth return of 17.54% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Lifeplan Tax Minimiser - Investment Bond High Growth’s one-year total return is 5.08%. This was made up of a growth return of 5.08% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

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

Australian Equities
50%
International Equities
50%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

The Lifeplan Tax Minimiser - Investment Bond High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Oct 2024, the size of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund was $4.31 million.

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

The current entry price of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is $3.07 per unit and the current exit price is $3.07 per unit (as at 13 Dec 2024).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is $3.07 per unit and the current entry price is $3.07 per unit (as at 13 Dec 2024).

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond High Growth managed fund is $1,000.

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.