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  5. Funeral Plan Bond Fund - Conservative - Managed fund profile

Funeral Plan Bond Fund - Conservative - Managed Fund

Fund Objective
To provide post-fee returns in excess of the Australian Consumer Price Index1 plus 1.5% p.a., over rolling three-year periods.
Fund Strategy
Invests in a diversified portfolio including growth assets such as shares and property, with a bias towards defensive assets such as highly-rated cash and fixed interest.

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 0.59% 1.94% 2.6% 4.55% 5.01% 4.16% 2.03% -%
Growth return 0.59% 1.94% 2.6% 4.55% 5.01% 4.16% 2.03% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return 0.59% 1.62% 3.29% 5.18% 5.58% 4.64% 1.76% 2.85%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Funeral Plan Bond Fund - Conservative
Australian Equities
13.48%
International Equities
15.52%
Cash
12.70%
Fixed Interest
58.30%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.46%
International Equities
4.32%
Cash
26.92%
Fixed Interest
55.54%
Property & Infrastructure
1.02%
Alternatives
1.74%

General Information

Fund Details
Type Description
Funeral Plan Bond Fund - Conservative
Lifeplan Australia Friendly Society Ltd
LIF0995AU
Multisector Conservative
Not Rated
Investment Fund
14 Jul 2017
$31.55 million (as at 31 Jul 2025)
$1.2181 (as at 29 Aug 2025)
$1.2181 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1% (as at 7 Jul 2025)
Minimum initial investment $500.00
Minimum additional investments $50.00
Minimum redemption amount

FAQs about the Funeral Plan Bond Fund - Conservative

The objective of the Funeral Plan Bond Fund - Conservative managed fund is To provide post-fee returns in excess of the Australian Consumer Price Index1 plus 1.5% p.a., over rolling three-year periods.

The strategy of the Funeral Plan Bond Fund - Conservative managed fund is Invests in a diversified portfolio including growth assets such as shares and property, with a bias towards defensive assets such as highly-rated cash and fixed interest.

The APIR code of the Funeral Plan Bond Fund - Conservative managed fund is LIF0995AU.

Funeral Plan Bond Fund - Conservative’s total return last month was 0.59%. This was made up of a growth return of 0.59% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Funeral Plan Bond Fund - Conservative’s total return for the last three months was 1.94%. This was made up of a growth return of 1.94% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Funeral Plan Bond Fund - Conservative’s one-year total return is 4.55%. This was made up of a growth return of 4.55% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Funeral Plan Bond Fund - Conservative’s one-year total return is 4.16%. This was made up of a growth return of 4.16% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Funeral Plan Bond Fund - Conservative managed fund is :

Australian Equities
13.48%
International Equities
15.52%
Cash
12.70%
Fixed Interest
58.30%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Funeral Plan Bond Fund - Conservative managed fund is Lifeplan Australia Friendly Society Ltd.

The Funeral Plan Bond Fund - Conservative managed fund belongs to the Multisector Conservative sector/asset class.

As at 31 Jul 2025, the size of the Funeral Plan Bond Fund - Conservative managed fund was $31.55 million.

The Funeral Plan Bond Fund - Conservative managed fund has an inception date of 14 Jul 2017.

The current entry price of the Funeral Plan Bond Fund - Conservative managed fund is $1.2181 per unit and the current exit price is $1.2181 per unit (as at 29 Aug 2025).

The current exit price of the Funeral Plan Bond Fund - Conservative managed fund is $1.2181 per unit and the current entry price is $1.2181 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Funeral Plan Bond Fund - Conservative managed fund is $500. Minimum additional investment is $50.

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.