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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Lifeplan TaxSmart - Growth Option LIF0019AU starstarstarstar Multisector Growth 2.87% 12.41% 3.69%
Lifeplan Education Bond - AMP Capital Balance (Closed) LIF0026AU starstarstar Multisector Growth 3.31% 0.79% 4.02%
Lifeplan Education Bond - AMP Capital Conservative (Closed) LIF0025AU starstarstarstar Multisector Moderate 1.63% 0.54% 2.47%
Lifeplan Education Bond - AMP Capital Sustainability (Closed) LIF0027AU starstarstarstarstar Equity Australia Large Blend 7.45% 8.22% 8.54%
Lifeplan Education Bond - BT Active (Closed) LIF0030AU starstarstar Multisector Growth 3.69% -0.32% 2.53%
Lifeplan Education Bond - BT Conservative (Closed) LIF0029AU starstarstar Multisector Moderate 1.43% 0.02% 1.41%
Lifeplan Education Bond - BT Future (Closed) LIF0031AU starstarstar Multisector Aggressive 4.48% 0.81% 3.48%
Lifeplan Education Bond - FirstChoice Conservative (Closed) LIF0091AU starstarstar Multisector Moderate 1.65% 1.00% 2.02%
Lifeplan Education Bond - FirstChoice Growth (Closed) LIF0092AU starstarstar Multisector Growth 3.90% 1.14% 3.48%
Lifeplan Education Bond - FirstChoice Moderate (Closed) LIF0093AU starstarstarstar Multisector Balanced 3.00% 1.23% 3.04%
Lifeplan Education Bond - MLC Balanced (Closed) LIF0036AU starstarstar Multisector Growth 3.66% 0.33% 3.47%
Lifeplan Education Bond - MLC Capital Stable (Closed) LIF0035AU starstarstar Multisector Moderate 1.53% -1.30% 0.86%
Lifeplan Education Bond - MLC Share (Closed) LIF0037AU starstarstarstar Multisector Aggressive 4.83% 0.11% 4.56%
Lifeplan Education Bond - Perpetual Balanced (Closed) LIF0039AU starstarstar Multisector Growth 4.64% 1.44% 3.14%
Lifeplan Education Bond - Perpetual Conservative (Closed) LIF0038AU starstarstarstarstar Multisector Moderate 2.41% 1.34% 2.53%
Lifeplan Education Bond - Perpetual Index (Closed) LIF0040AU starstarstarstar Equity Australia Large Value 8.81% -0.55% 2.37%
Lifeplan Education Bond - UBS Cash (Closed) LIF0094AU starstarstarstar Australian Cash -0.19% -0.45% 0.15%
Lifeplan Education Fund - ING Capital Stable (Closed) LIF0032AU starstarstar Multisector Conservative 2.94% 4.59% 5.38%
Lifeplan Investment Bond - Advance Imputation (Closed) LIF0088AU starstarstarstar Equity Australia Large Value 7.33% -3.89% 1.98%
Lifeplan Investment Bond - AMP Capital Fund Balanced (Closed) LIF0120AU starstarstar Multisector Growth 3.10% 0.95% 3.08%
Lifeplan Investment Bond - AMP RI Leaders Balanced (Closed) LIF0106AU starstarstar Multisector Growth 3.46% 1.86% 4.15%
Lifeplan Investment Bond - BT Active Balanced (Closed) LIF0046AU starstarstar Multisector Growth 4.09% 0.32% 2.89%
Lifeplan Investment Bond - FC Australia Shares (Closed) LIF0052AU starstarstar Equity Australia Large Blend 4.94% -3.60% 3.10%
Lifeplan Investment Bond - FC Global Share (Closed) LIF0057AU starstarstar Equity World Large Blend 4.73% 5.36% 6.17%
Lifeplan Investment Bond - FC Property Securities (Closed) LIF0058AU starstarstarstar Equity Australia Real Estate 8.87% -6.48% 3.72%

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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.