Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.43% | 2.79% | 3.71% | 5.17% | 5.02% | 6.93% | 5.41% | 4.53% |
Growth return | 1.43% | 2.79% | 3.71% | 5.17% | 5.02% | 6.93% | 5.41% | 4.53% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (RBA Bank accepted Bills 90 Days)
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Total return | 0.3% | 0.91% | 1.91% | 4.09% | 4.22% | 4% | 2.52% | 2.06% |
Type | Description |
Australian Unity - Education Savings Medium Term | |
Lifeplan Australia Friendly Society Ltd | |
AUS0106AU | |
Miscellaneous | |
Not Rated | |
Investment Fund | |
28 Feb 2001 | |
$0.73 million (as at 31 Aug 2025) | |
$2.7254 (as at 29 Aug 2025) | |
$2.7254 (as at 29 Aug 2025) | |
Closed |
Type | Description |
Standard entry fee | 4% |
MER | 1.85% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 1.85% (as at 30 Jun 2014) |
Minimum initial investment | $2,500.00 |
The objective of the Australian Unity - Education Savings Medium Term managed fund is To provide investors with strong returns over the medium to long term from a diversified portfolio of assets.
The strategy of the Australian Unity - Education Savings Medium Term managed fund is To invest in a diversified portfolio of shares, property securities, fixed interest, mortgages and cash. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 20-30% (25%), Australian shares 30-40% (35%), listed property trusts 5-15% (10%), Australian fixed interest 10-20% (15%), mortgages 5-15% (10%), cash 0-10% (5%).
The APIR code of the Australian Unity - Education Savings Medium Term managed fund is AUS0106AU.
Australian Unity - Education Savings Medium Term’s total return last month was 1.43%. This was made up of a growth return of 1.43% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Australian Unity - Education Savings Medium Term’s total return for the last three months was 2.79%. This was made up of a growth return of 2.79% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Australian Unity - Education Savings Medium Term’s one-year total return is 5.17%. This was made up of a growth return of 5.17% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Australian Unity - Education Savings Medium Term’s one-year total return is 6.93%. This was made up of a growth return of 6.93% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Australian Unity - Education Savings Medium Term managed fund is :
The Responsible Entity for the Australian Unity - Education Savings Medium Term managed fund is Lifeplan Australia Friendly Society Ltd.
The Australian Unity - Education Savings Medium Term managed fund belongs to the Miscellaneous sector/asset class.
As at 31 Aug 2025, the size of the Australian Unity - Education Savings Medium Term managed fund was $0.73 million.
The Australian Unity - Education Savings Medium Term managed fund has an inception date of 28 Feb 2001.
The current entry price of the Australian Unity - Education Savings Medium Term managed fund is $2.7254 per unit and the current exit price is $2.7254 per unit (as at 29 Aug 2025).
The current exit price of the Australian Unity - Education Savings Medium Term managed fund is $2.7254 per unit and the current entry price is $2.7254 per unit (as at 29 Aug 2025).
The minimum initial investment amount for the Australian Unity - Education Savings Medium Term managed fund is $2,500.
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.