ipac life choices Active 50 - Managed Fund

Fund Objective

Invests in a diversified mix of growth and defensive assets using a range of specialist investment managers.

Fund Strategy

Invests in a diversified mix of growth and defensive assets using a range of specialist investment managers.

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	0.64%	0.24%	3.65%	7.15%	9.19%	8.31%	5.66%	5.99%
Growth return	0.64%	-0.16%	3.24%	3.36%	6.78%	6.49%	2.14%	0.84%
Income return	0%	0.4%	0.41%	3.79%	2.41%	1.82%	3.52%	5.15%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	0.36%	-0.19%	3.12%	6.99%	9.02%	8.52%	5.72%	6.52%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac life choices Active 50

Australian Equities: 20.24%

International Equities: 31.23%

Cash: 8.52%

Property & Infrastructure: 4.18%

Fixed Interest: 35.80%

Alternatives: 0.02%

Average Allocation of Peers

Australian Equities: 16.39%

International Equities: 29.41%

Cash: 7.29%

Property & Infrastructure: 3.73%

Fixed Interest: 35.65%

Alternatives: 7.53%

General Information

Fund Details

Type	Description
Fund Name	ipac life choices Active 50
Responsible Entity	AMP Group
APIR Code	IPA0156AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	24 Apr 2012
Fund Size	$340555727 million (as at 31 Dec 2025)
Entry Price	$1.1619 (as at 29 Jan 2026)
Exit Price	$1.1593 (as at 29 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.81% (as at 29 Sep 2025)
Indirect Cost Ratio (ICR)	0.79% (as at 30 Jun 2025)
Performance fee (not included in ICR)	0.02
Minimum initial investment	$10,000,000
Minimum additional investments	$5,000.00
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025)	Type	% of Portfolio
Coolabah Active Global Bond Fund Zero Fee Class	Mutual Fund - Unspecified	4.12%
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FAQs about the ipac life choices Active 50

What is the objective of the ipac life choices Active 50 managed fund?

The objective of the ipac life choices Active 50 managed fund is Invests in a diversified mix of growth and defensive assets using a range of specialist investment managers.

What is the strategy for the ipac life choices Active 50 managed fund?

The strategy of the ipac life choices Active 50 managed fund is Invests in a diversified mix of growth and defensive assets using a range of specialist investment managers.

What is the APIR code of the ipac life choices Active 50 managed fund?

The APIR code of the ipac life choices Active 50 managed fund is IPA0156AU.

What was ipac life choices Active 50’s total return last month?

ipac life choices Active 50’s total return last month was 0.64%. This was made up of a growth return of 0.64% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was ipac life choices Active 50’s total return for the last three months?

ipac life choices Active 50’s total return for the last three months was 0.24%. This was made up of a growth return of -0.16% and an income return of 0.4%%. These returns were calculated as at 31 Jan 2026.

What is ipac life choices Active 50’s one-year total return?

ipac life choices Active 50’s one-year total return is 7.15%. This was made up of a growth return of 3.36% and an income return of 3.79%. These returns were calculated as at 31 Jan 2026.

What is ipac life choices Active 50’s three-year total return?

ipac life choices Active 50’s one-year total return is 8.31%. This was made up of a growth return of 6.49% and an income return of 1.82%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the ipac life choices Active 50 managed fund?

The asset allocation of the ipac life choices Active 50 managed fund is :

Australian Equities: 20.24%

International Equities: 31.23%

Cash: 8.52%

Property & Infrastructure: 4.18%

Fixed Interest: 35.80%

Alternatives: 0.02%

Who is the responsible Entity of the ipac life choices Active 50 managed fund?

The Responsible Entity for the ipac life choices Active 50 managed fund is AMP Group.

What sector/asset class does the ipac life choices Active 50 managed fund belong to?

The ipac life choices Active 50 managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the ipac life choices Active 50 managed fund?

As at 31 Dec 2025, the size of the ipac life choices Active 50 managed fund was $340555727 million.

What is the inception date of the ipac life choices Active 50 managed fund?

The ipac life choices Active 50 managed fund has an inception date of 24 Apr 2012.

What is the current entry price of the ipac life choices Active 50 managed fund?

The current entry price of the ipac life choices Active 50 managed fund is $1.1619 per unit and the current exit price is $1.1593 per unit (as at 29 Jan 2026).

What is the current exit price of the ipac life choices Active 50 managed fund?

The current exit price of the ipac life choices Active 50 managed fund is $1.1593 per unit and the current entry price is $1.1619 per unit (as at 29 Jan 2026).

What is the minimum investment amount for the ipac life choices Active 50 managed fund?

The minimum initial investment amount for the ipac life choices Active 50 managed fund is $10,000,000. Minimum additional investment is $5000.

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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