LEB - BT Conservative Outlook - Managed Fund

Fund Objective

Aims to provide a return (before all fees, costs and taxes) that exceeds the benchmark return of the underlying portfolio over the medium term.

Fund Strategy

To invest in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative assets. The underlying portfolio may also use derivatives. The underlying portfolio has a significant weighting towards defensive assets.

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.

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Fees Comparison

% p.a.

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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%	1.39%	2.16%	2.97%	3.45%	3.85%	2.3%	2.12%
Growth return	0.64%	1.39%	2.16%	2.97%	3.45%	3.85%	2.3%	2.12%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	1.06%	2.87%	4.38%	7.21%	7.92%	6.66%	3.89%	4.5%

As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LEB - BT Conservative Outlook

Australian Equities: 8.96%

International Equities: 14.94%

Cash: 13.59%

Property & Infrastructure: 4.12%

Fixed Interest: 46.15%

Alternatives: 12.24%

Average Allocation of Peers

Australian Equities: 10.93%

International Equities: 14.98%

Cash: 14.98%

Property & Infrastructure: 3.69%

Fixed Interest: 49.82%

Alternatives: 5.59%

General Information

Fund Details

Type	Description
Fund Name	LEB - BT Conservative Outlook
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0149AU
Sector/Asset Class	Multisector Moderate
Morningstar Rating	(as at 30 Jun 2025)
Legal Structure	Investment Fund
Fund Inception	18 Jul 2012
Fund Size	$3.94 million (as at 31 Jul 2025)
Entry Price	$1.4251 (as at 29 Aug 2025)
Exit Price	$1.4251 (as at 29 Aug 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.08% (as at 20 Feb 2024)
Minimum initial investment	$1,000.00
Minimum additional investments	$500.00

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025)	Type	% of Portfolio
Australia (Commonwealth of) 4.25%	Bond - Gov't/Treasury	3.35%
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FAQs about the LEB - BT Conservative Outlook

What is the objective of the LEB - BT Conservative Outlook managed fund?

The objective of the LEB - BT Conservative Outlook 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 term.

What is the strategy for the LEB - BT Conservative Outlook managed fund?

The strategy of the LEB - BT Conservative Outlook managed fund is To invest in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative assets. The underlying portfolio may also use derivatives. The underlying portfolio has a significant weighting towards defensive assets.

What is the APIR code of the LEB - BT Conservative Outlook managed fund?

The APIR code of the LEB - BT Conservative Outlook managed fund is LIF0149AU.

What was LEB - BT Conservative Outlook’s total return last month?

LEB - BT Conservative Outlook’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 Aug 2025.

What was LEB - BT Conservative Outlook’s total return for the last three months?

LEB - BT Conservative Outlook’s total return for the last three months was 1.39%. This was made up of a growth return of 1.39% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

What is LEB - BT Conservative Outlook’s one-year total return?

LEB - BT Conservative Outlook’s one-year total return is 2.97%. This was made up of a growth return of 2.97% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is LEB - BT Conservative Outlook’s three-year total return?

LEB - BT Conservative Outlook’s one-year total return is 3.85%. This was made up of a growth return of 3.85% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the LEB - BT Conservative Outlook managed fund?

The asset allocation of the LEB - BT Conservative Outlook managed fund is :

Australian Equities: 8.96%

International Equities: 14.94%

Cash: 13.59%

Property & Infrastructure: 4.12%

Fixed Interest: 46.15%

Alternatives: 12.24%

Who is the responsible Entity of the LEB - BT Conservative Outlook managed fund?

The Responsible Entity for the LEB - BT Conservative Outlook managed fund is Lifeplan Australia Friendly Society Ltd.

What sector/asset class does the LEB - BT Conservative Outlook managed fund belong to?

The LEB - BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the LEB - BT Conservative Outlook managed fund?

As at 31 Jul 2025, the size of the LEB - BT Conservative Outlook managed fund was $3.94 million.

What is the inception date of the LEB - BT Conservative Outlook managed fund?

The LEB - BT Conservative Outlook managed fund has an inception date of 18 Jul 2012.

What is the current entry price of the LEB - BT Conservative Outlook managed fund?

The current entry price of the LEB - BT Conservative Outlook managed fund is $1.4251 per unit and the current exit price is $1.4251 per unit (as at 29 Aug 2025).

What is the current exit price of the LEB - BT Conservative Outlook managed fund?

The current exit price of the LEB - BT Conservative Outlook managed fund is $1.4251 per unit and the current entry price is $1.4251 per unit (as at 29 Aug 2025).

What is the minimum investment amount for the LEB - BT Conservative Outlook managed fund?

The minimum initial investment amount for the LEB - BT Conservative Outlook 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.

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