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  5. Lifeplan TaxSmart - Cash Enhanced Option - Managed fund profile

Lifeplan TaxSmart - Cash Enhanced Option - Managed Fund

Fund Objective
Aims to provide consistent, reliable and competitive returns generated from a portfolio of cash and fixed interest securities with a very low risk of capital loss.
Fund Strategy
The option's strategy is to invest in a broad selection of cash and fixed interest investments to achieve relatively stable and reliable returns. The option aims to hedge any currency risk that occurs.

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 0.2% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -1.88% -0.39% 2.26% 7.08% 2.86% -0.62% -0.68% 2.11%
As at 30 Sep 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan TaxSmart - Cash Enhanced Option
Cash
86.06%
Fixed Interest
13.94%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.68%
Fixed Interest
92.06%
Australian Equities
1.30%
International Equities
0.53%
Property
0.06%
Alternatives
0.36%

General Information

Fund Details
Type Description
Lifeplan TaxSmart - Cash Enhanced Option
Lifeplan Australia Friendly Society Ltd
LIF0020AU
Bonds - Australia
starstarstar (as at 31 May 2017)
Investment Fund
8 Dec 2006
$1.01 million (as at 30 Sep 2024)
n/a
n/a
Closed
Offer information
Type Description
MER 0.84% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 0.84% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Lifeplan TaxSmart - Cash Enhanced Option

The objective of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is Aims to provide consistent, reliable and competitive returns generated from a portfolio of cash and fixed interest securities with a very low risk of capital loss.

The strategy of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is The option's strategy is to invest in a broad selection of cash and fixed interest investments to achieve relatively stable and reliable returns. The option aims to hedge any currency risk that occurs.

The APIR code of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is LIF0020AU.

Lifeplan TaxSmart - Cash Enhanced Option’s total return last month was 0.2%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2024.

Lifeplan TaxSmart - Cash Enhanced Option’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 Sep 2024.

Lifeplan TaxSmart - Cash Enhanced Option’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 Sep 2024.

Lifeplan TaxSmart - Cash Enhanced Option’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 Sep 2024.

The asset allocation of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is :

Cash
86.06%
Fixed Interest
13.94%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Lifeplan TaxSmart - Cash Enhanced Option managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan TaxSmart - Cash Enhanced Option managed fund belongs to the Bonds - Australia sector/asset class.

As at 30 Sep 2024, the size of the Lifeplan TaxSmart - Cash Enhanced Option managed fund was $1.01 million.

The Lifeplan TaxSmart - Cash Enhanced Option managed fund has an inception date of 8 Dec 2006.

The current entry price of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Lifeplan TaxSmart - Cash Enhanced Option managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Lifeplan TaxSmart - Cash Enhanced Option 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.