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 | 1.03% | 2.58% | 3.56% | 5.63% | 5.28% | 6.25% | 5.67% | 4.53% |
Growth return | 1.03% | 2.58% | 3.56% | 5.63% | 5.28% | 6.25% | 5.67% | 4.53% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
LEB - BT Active Balanced Open | |
Lifeplan Australia Friendly Society Ltd | |
LIF0150AU | |
Multisector Growth | |
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|
Investment Fund | |
27 Jul 2012 | |
$10.47 million (as at 31 Jul 2025) | |
$1.9699 (as at 29 Aug 2025) | |
$1.9699 (as at 29 Aug 2025) | |
Open |
Type | Description |
MER | 1.08% (as at 20 Feb 2024) |
Minimum initial investment | $1,000.00 |
Minimum additional investments | $500.00 |
Holding (as at 30 Jun 2025) | Type | % of Portfolio |
Commonwealth Bank of Australia | Equity | 2.95% |
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The objective of the LEB - BT Active Balanced Open managed fund is Aims to provide a return (before all fees, costs and taxes) that exceeds the benchmark return of the underlying portfolio over the medium to long term.
The strategy of the LEB - BT Active Balanced Open managed fund is To invest in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The underlying portfolio may also use derivatives. The underlying portfolio has a higher weighting towards growth assets than defensive assets.
The APIR code of the LEB - BT Active Balanced Open managed fund is LIF0150AU.
LEB - BT Active Balanced Open’s total return last month was 1.03%. This was made up of a growth return of 1.03% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
LEB - BT Active Balanced Open’s total return for the last three months was 2.58%. This was made up of a growth return of 2.58% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
LEB - BT Active Balanced Open’s one-year total return is 5.63%. This was made up of a growth return of 5.63% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
LEB - BT Active Balanced Open’s one-year total return is 6.25%. This was made up of a growth return of 6.25% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the LEB - BT Active Balanced Open managed fund is :
The Responsible Entity for the LEB - BT Active Balanced Open managed fund is Lifeplan Australia Friendly Society Ltd.
The LEB - BT Active Balanced Open managed fund belongs to the Multisector Growth sector/asset class.
As at 31 Jul 2025, the size of the LEB - BT Active Balanced Open managed fund was $10.47 million.
The LEB - BT Active Balanced Open managed fund has an inception date of 27 Jul 2012.
The current entry price of the LEB - BT Active Balanced Open managed fund is $1.9699 per unit and the current exit price is $1.9699 per unit (as at 29 Aug 2025).
The current exit price of the LEB - BT Active Balanced Open managed fund is $1.9699 per unit and the current entry price is $1.9699 per unit (as at 29 Aug 2025).
The minimum initial investment amount for the LEB - BT Active Balanced Open managed fund is $1,000. Minimum additional investment is $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.