Lifeplan TaxSmart - Australian Shares - Managed Fund

Fund Objective

Aims to provide growth over the long term from a diversified portfolio of Australian shares.

Fund Strategy

The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies and therefore does not hedge currency risk.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.42%	-1.01%	3.94%	7.31%	6.91%	2.92%	4.07%	5.1%
Growth return	-2.42%	-1.01%	3.94%	7.31%	6.91%	2.92%	4.07%	5.1%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (S&P/ASX 200 TR AUD)
Total return	4.57%	5.11%	7.32%	15.17%	11.05%	11.44%	7.97%	8.65%

As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan TaxSmart - Australian Shares

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.91%

International Equities: 4.05%

Cash: -0.45%

Property: 2.11%

Fixed Interest: 0.40%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	Lifeplan TaxSmart - Australian Shares
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0022AU
Sector/Asset Class	Equity Australia Other
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	8 Dec 2006
Fund Size	$0.8 million (as at 31 Dec 2024)
Entry Price	$2.0681 (as at 6 Jan 2025)
Exit Price	$2.0681 (as at 6 Jan 2025)
Fund Status	Closed

Offer information

Type	Description
MER	1.33% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR)	1.33% (as at 30 Jun 2012)
Minimum initial investment	$1,000.00

FAQs about the Lifeplan TaxSmart - Australian Shares

What is the objective of the Lifeplan TaxSmart - Australian Shares managed fund?

The objective of the Lifeplan TaxSmart - Australian Shares managed fund is Aims to provide growth over the long term from a diversified portfolio of Australian shares.

What is the strategy for the Lifeplan TaxSmart - Australian Shares managed fund?

The strategy of the Lifeplan TaxSmart - Australian Shares managed fund is The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies and therefore does not hedge currency risk.

What is the APIR code of the Lifeplan TaxSmart - Australian Shares managed fund?

The APIR code of the Lifeplan TaxSmart - Australian Shares managed fund is LIF0022AU.

What was Lifeplan TaxSmart - Australian Shares’s total return last month?

Lifeplan TaxSmart - Australian Shares’s total return last month was -2.42%. This was made up of a growth return of -2.42% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

What was Lifeplan TaxSmart - Australian Shares’s total return for the last three months?

Lifeplan TaxSmart - Australian Shares’s total return for the last three months was -1.01%. This was made up of a growth return of -1.01% and an income return of 0%%. These returns were calculated as at 31 Dec 2024.

What is Lifeplan TaxSmart - Australian Shares’s one-year total return?

Lifeplan TaxSmart - Australian Shares’s one-year total return is 7.31%. This was made up of a growth return of 7.31% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

What is Lifeplan TaxSmart - Australian Shares’s three-year total return?

Lifeplan TaxSmart - Australian Shares’s one-year total return is 2.92%. This was made up of a growth return of 2.92% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

What is the asset allocation of the Lifeplan TaxSmart - Australian Shares managed fund?

The asset allocation of the Lifeplan TaxSmart - Australian Shares managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Lifeplan TaxSmart - Australian Shares managed fund?

The Responsible Entity for the Lifeplan TaxSmart - Australian Shares managed fund is Lifeplan Australia Friendly Society Ltd.

What sector/asset class does the Lifeplan TaxSmart - Australian Shares managed fund belong to?

The Lifeplan TaxSmart - Australian Shares managed fund belongs to the Equity Australia Other sector/asset class.

What is the size of the Lifeplan TaxSmart - Australian Shares managed fund?

As at 31 Dec 2024, the size of the Lifeplan TaxSmart - Australian Shares managed fund was $0.8 million.

What is the inception date of the Lifeplan TaxSmart - Australian Shares managed fund?

The Lifeplan TaxSmart - Australian Shares managed fund has an inception date of 8 Dec 2006.

What is the current entry price of the Lifeplan TaxSmart - Australian Shares managed fund?

The current entry price of the Lifeplan TaxSmart - Australian Shares managed fund is $2.0681 per unit and the current exit price is $2.0681 per unit (as at 6 Jan 2025).

What is the current exit price of the Lifeplan TaxSmart - Australian Shares managed fund?

The current exit price of the Lifeplan TaxSmart - Australian Shares managed fund is $2.0681 per unit and the current entry price is $2.0681 per unit (as at 6 Jan 2025).

What is the minimum investment amount for the Lifeplan TaxSmart - Australian Shares managed fund?

The minimum initial investment amount for the Lifeplan TaxSmart - Australian Shares 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.

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