OA - MoneyForLife Index Conservative - Managed Fund

Fund Objective

The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

Fund Strategy

The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.22%	0.18%	2.02%	6.2%	6.5%	3.9%	3.6%	3.57%
Growth return	1.3%	24.17%	26.77%	32.19%	17.69%	12.12%	8.87%	5.88%
Income return	-1.52%	-23.99%	-24.75%	-25.99%	-11.19%	-8.22%	-5.27%	-2.31%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	0.3%	-0.32%	2.07%	5.53%	6.61%	6.23%	3.5%	4.55%

As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OA - MoneyForLife Index Conservative

Australian Equities: 30.39%

International Equities: 13.04%

Cash: 16.37%

Fixed Interest: 40.21%

Property & Infrastructure: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 21.27%

International Equities: 7.18%

Cash: 11.68%

Fixed Interest: 49.66%

Property & Infrastructure: 3.51%

Alternatives: 6.70%

General Information

Fund Details

Type	Description
Fund Name	OA - MoneyForLife Index Conservative
APIR Code	MMF1778AU
Sector/Asset Class	Multisector Moderate
Morningstar Rating	(as at 31 Mar 2025)
Legal Structure	Superannuation Fund
Fund Inception	15 Nov 2010
Fund Size	$4515596 million (as at 31 Dec 2025)
Entry Price	$2.4371 (as at 30 Jan 2026)
Exit Price	$2.43661 (as at 30 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.78% (as at 5 Dec 2025)
Indirect Cost Ratio (ICR)	0.78% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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FAQs about the OA - MoneyForLife Index Conservative

What is the objective of the OA - MoneyForLife Index Conservative managed fund?

The objective of the OA - MoneyForLife Index Conservative managed fund is The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

What is the strategy for the OA - MoneyForLife Index Conservative managed fund?

The strategy of the OA - MoneyForLife Index Conservative managed fund is The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

What is the APIR code of the OA - MoneyForLife Index Conservative managed fund?

The APIR code of the OA - MoneyForLife Index Conservative managed fund is MMF1778AU.

What was OA - MoneyForLife Index Conservative’s total return last month?

OA - MoneyForLife Index Conservative’s total return last month was -0.22%. This was made up of a growth return of 1.3% and an income return of -1.52%. These returns were calculated as at 28 Feb 2025.

What was OA - MoneyForLife Index Conservative’s total return for the last three months?

OA - MoneyForLife Index Conservative’s total return for the last three months was 0.18%. This was made up of a growth return of 24.17% and an income return of -23.99%%. These returns were calculated as at 28 Feb 2025.

What is OA - MoneyForLife Index Conservative’s one-year total return?

OA - MoneyForLife Index Conservative’s one-year total return is 6.2%. This was made up of a growth return of 32.19% and an income return of -25.99%. These returns were calculated as at 28 Feb 2025.

What is OA - MoneyForLife Index Conservative’s three-year total return?

OA - MoneyForLife Index Conservative’s one-year total return is 3.9%. This was made up of a growth return of 12.12% and an income return of -8.22%. These returns were calculated as at 28 Feb 2025.

What is the asset allocation of the OA - MoneyForLife Index Conservative managed fund?

The asset allocation of the OA - MoneyForLife Index Conservative managed fund is :

Australian Equities: 30.39%

International Equities: 13.04%

Cash: 16.37%

Fixed Interest: 40.21%

Property & Infrastructure: 0%

Alternatives: 0%

What sector/asset class does the OA - MoneyForLife Index Conservative managed fund belong to?

The OA - MoneyForLife Index Conservative managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the OA - MoneyForLife Index Conservative managed fund?

As at 31 Dec 2025, the size of the OA - MoneyForLife Index Conservative managed fund was $4515596 million.

What is the inception date of the OA - MoneyForLife Index Conservative managed fund?

The OA - MoneyForLife Index Conservative managed fund has an inception date of 15 Nov 2010.

What is the current entry price of the OA - MoneyForLife Index Conservative managed fund?

The current entry price of the OA - MoneyForLife Index Conservative managed fund is $2.4371 per unit and the current exit price is $2.43661 per unit (as at 30 Jan 2026).

What is the current exit price of the OA - MoneyForLife Index Conservative managed fund?

The current exit price of the OA - MoneyForLife Index Conservative managed fund is $2.43661 per unit and the current entry price is $2.4371 per unit (as at 30 Jan 2026).

What is the minimum investment amount for the OA - MoneyForLife Index Conservative managed fund?

The minimum initial investment amount for the OA - MoneyForLife Index Conservative managed fund is $0. 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.

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