InvestSMART

iPartners Bond Income - Managed Fund

Fund Objective
Invest in a portfolio of largely Bond debt securities which deliver a superior risk adjusted return.
Fund Strategy
Invest in a portfolio of largely Bond debt securities which deliver a superior risk adjusted return.

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 0.61% 1.81% 3.06% 8.1% -% -% -% -%
Growth return 0.15% 0.03% -0.5% 1.18% -% -% -% -%
Income return 0.46% 1.78% 3.56% 6.92% -% -% -% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.39% 0.71% 2.79% 3.27% 5.66% 4.11% -0.38% 2.04%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
96.81%
International Equities
0%
Cash
3.18%
Alternatives
0.02%

General Information

Fund Details
Type Description
iPartners Bond Income
IPN2195AU
Bonds - Global / Australia
Not Rated
Investment Fund
30 Nov 2023
n/a
$1.03615 (as at 31 Aug 2025)
$1.03615 (as at 31 Aug 2025)
Open
Offer information
Type Description
Minimum initial investment $10,000.00

FAQs about the iPartners Bond Income

The objective of the iPartners Bond Income managed fund is Invest in a portfolio of largely Bond debt securities which deliver a superior risk adjusted return.

The strategy of the iPartners Bond Income managed fund is Invest in a portfolio of largely Bond debt securities which deliver a superior risk adjusted return.

The APIR code of the iPartners Bond Income managed fund is IPN2195AU.

iPartners Bond Income’s total return last month was 0.61%. This was made up of a growth return of 0.15% and an income return of 0.46%. These returns were calculated as at 31 Aug 2025.

iPartners Bond Income’s total return for the last three months was 1.81%. This was made up of a growth return of 0.03% and an income return of 1.78%%. These returns were calculated as at 31 Aug 2025.

iPartners Bond Income’s one-year total return is 8.1%. This was made up of a growth return of 1.18% and an income return of 6.92%. These returns were calculated as at 31 Aug 2025.

iPartners Bond Income’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 31 Aug 2025.

The asset allocation of the iPartners Bond Income managed fund is :

Fixed Interest
100%
International Equities
0%
Cash
0%
Alternatives
0%

The iPartners Bond Income managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at , the size of the iPartners Bond Income managed fund was $ million.

The iPartners Bond Income managed fund has an inception date of 30 Nov 2023.

The current entry price of the iPartners Bond Income managed fund is $1.03615 per unit and the current exit price is $1.03615 per unit (as at 31 Aug 2025).

The current exit price of the iPartners Bond Income managed fund is $1.03615 per unit and the current entry price is $1.03615 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the iPartners Bond Income managed fund is $10,000.

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.