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  5. Inlife Investment Bond - Balanced Sector (NEF) - Managed fund profile

Inlife Investment Bond - Balanced Sector (NEF) - Managed Fund (Closed)

Fund Objective
To maximise medium to long term after tax growth without exposing funds to unnecessary risk.
Fund Strategy
To invest in local and overseas equities, property and short and long term fixed interest with 25% exposure in each sector in the long term.

Fund Performance Comparison

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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.
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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 -0.57% 1.69% 5.08% 11.12% 6.86% -% -% -%
Growth return -0.57% 1.69% 5.08% 11.12% 6.86% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Sep 1991. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%

General Information

Fund Details
Type Description
Inlife Investment Bond - Balanced Sector (NEF)
Closed
Investors Life Insurance Co of Aust Ltd
Multisector Growth
Not Rated
Investment Fund
15 Dec 1988
n/a
$1.596 (as at 25 Oct 1991)
$1.596 (as at 25 Oct 1991)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00

FAQs about the Inlife Investment Bond - Balanced Sector (NEF)

The objective of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is To maximise medium to long term after tax growth without exposing funds to unnecessary risk.

The strategy of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is To invest in local and overseas equities, property and short and long term fixed interest with 25% exposure in each sector in the long term.

The APIR code of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is .

Inlife Investment Bond - Balanced Sector (NEF)’s total return last month was -0.57%. This was made up of a growth return of -0.57% and an income return of 0%. These returns were calculated as at 30 Sep 1991.

Inlife Investment Bond - Balanced Sector (NEF)’s total return for the last three months was 1.69%. This was made up of a growth return of 1.69% and an income return of 0%%. These returns were calculated as at 30 Sep 1991.

Inlife Investment Bond - Balanced Sector (NEF)’s one-year total return is 11.12%. This was made up of a growth return of 11.12% and an income return of 0%. These returns were calculated as at 30 Sep 1991.

Inlife Investment Bond - Balanced Sector (NEF)’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 1991.

The asset allocation of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Inlife Investment Bond - Balanced Sector (NEF) managed fund is Investors Life Insurance Co of Aust Ltd.

The Inlife Investment Bond - Balanced Sector (NEF) managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 1991, the size of the Inlife Investment Bond - Balanced Sector (NEF) managed fund was $ million.

The Inlife Investment Bond - Balanced Sector (NEF) managed fund has an inception date of 15 Dec 1988.

The current entry price of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is $1.596 per unit and the current exit price is $1.596 per unit (as at 25 Oct 1991).

The current exit price of the Inlife Investment Bond - Balanced Sector (NEF) managed fund is $1.596 per unit and the current entry price is $1.596 per unit (as at 25 Oct 1991).

The minimum initial investment amount for the Inlife Investment Bond - Balanced Sector (NEF) managed fund is $2,000.

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.