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

Lifeplan Tax Minimiser - Investment Bond Managed Investment - Managed Fund

Fund Objective
Aims to provide investors with capital stability and some capital growth over the medium to long term through investment in growth assets.
Fund Strategy
Invests in Australian shares, listed property trusts, cash and short-term deposits, and fixed interest investments. Financial derivatives may be used (but not for speculative purposes). Asset allocation ranges: cash and short-term deposits 15-60%, fixed interest investments 20-60%, Australian shares 20-50%, property investment 0-15%. Commonwealth Investment Services Limited has been appointed investment manager.

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 -1.64% -0.73% 2.62% 3.72% 4.37% 0.04% 1.21% 2%
Growth return 1.21% 1.73% 2.1% 4.46% 3.67% 1.78% 0.96% 2.01%
Income return -2.85% -2.46% 0.52% -0.74% 0.7% -1.74% 0.25% -0.01%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.87% 3.64% 4.85% 11.1% 9.3% 5.06% 4.67% 5.86%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Managed Investment
Australian Equities
38%
Cash
21%
Property
4%
Fixed Interest
37%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.97%
Cash
7.11%
Property
3.74%
Fixed Interest
36.50%
International Equities
28.38%
Alternatives
8.30%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Managed Investment
Lifeplan Australia Friendly Society Ltd
COM0214AU
Multisector Balanced
star (as at 31 Dec 2024)
Investment Fund
8 Feb 1989
$26.88 million (as at 31 Dec 2024)
$5.4884 (as at 11 Feb 2025)
$5.4884 (as at 11 Feb 2025)
Closed
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 $1,000.00

FAQs about the Lifeplan Tax Minimiser - Investment Bond Managed Investment

The objective of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund is Aims to provide investors with capital stability and some capital growth over the medium to long term through investment in growth assets.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund is Invests in Australian shares, listed property trusts, cash and short-term deposits, and fixed interest investments. Financial derivatives may be used (but not for speculative purposes). Asset allocation ranges: cash and short-term deposits 15-60%, fixed interest investments 20-60%, Australian shares 20-50%, property investment 0-15%. Commonwealth Investment Services Limited has been appointed investment manager.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund is COM0214AU.

Lifeplan Tax Minimiser - Investment Bond Managed Investment’s total return last month was -1.64%. This was made up of a growth return of 1.21% and an income return of -2.85%. These returns were calculated as at 31 Dec 2024.

Lifeplan Tax Minimiser - Investment Bond Managed Investment’s total return for the last three months was -0.73%. This was made up of a growth return of 1.73% and an income return of -2.46%%. These returns were calculated as at 31 Dec 2024.

Lifeplan Tax Minimiser - Investment Bond Managed Investment’s one-year total return is 3.72%. This was made up of a growth return of 4.46% and an income return of -0.74%. These returns were calculated as at 31 Dec 2024.

Lifeplan Tax Minimiser - Investment Bond Managed Investment’s one-year total return is 0.04%. This was made up of a growth return of 1.78% and an income return of -1.74%. These returns were calculated as at 31 Dec 2024.

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

Australian Equities
38%
Cash
21%
Property
4%
Fixed Interest
37%
International Equities
0%
Alternatives
0%

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

The Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Dec 2024, the size of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund was $26.88 million.

The Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund has an inception date of 8 Feb 1989.

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund is $5.4884 per unit and the current exit price is $5.4884 per unit (as at 11 Feb 2025).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Managed Investment managed fund is $5.4884 per unit and the current entry price is $5.4884 per unit (as at 11 Feb 2025).

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