InvestSMART

LIB - Advance Growth Multi-blend Open - Managed Fund

Fund Objective
To provide moderate to high total returns (before fees and taxes) over the medium to long term largely through capital growth by investing in a mix of growth and defensive assets.
Fund Strategy
Aims to invest in a diverse mix of assets with an emphasis (about 85%) on growth oriented assets of Australian and international shares, with investment (about 15%) in defensive assets of cash and fixed interest providing some income and stability of returns.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.2% 3.26% 8.6% 8.99% 11.78% 9.03% 7.31% 5.61%
Growth return 1.15% 3.21% 8.54% 8.94% 11.76% 9.01% 7.29% 5.6%
Income return 0.05% 0.05% 0.06% 0.05% 0.02% 0.02% 0.02% 0.01%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -0.79% 1.97% 8.69% 10.94% 16.88% 13.14% 10.62% 9.94%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Advance Growth Multi-blend Open
Australian Equities
32%
International Equities
44.99%
Cash
2.70%
Property & Infrastructure
8.56%
Fixed Interest
6.69%
Alternatives
5.07%
Average Allocation of Peers
Australian Equities
34.19%
International Equities
49.53%
Cash
2.51%
Property & Infrastructure
4.82%
Fixed Interest
5.24%
Alternatives
3.71%

General Information

Fund Details
Type Description
LIB - Advance Growth Multi-blend Open
Lifeplan Australia Friendly Society Ltd
LIF0104AU
Multisector Aggressive
starstarstar (as at 30 Nov 2025)
Investment Fund
1 May 2012
$10.28 million (as at 30 Nov 2025)
$2.2116 (as at 28 Nov 2025)
$2.2116 (as at 28 Nov 2025)
Open
Offer information
Type Description
MER 1.88% (as at 7 May 2023)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend Mutual Fund - Open End 29.63%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the LIB - Advance Growth Multi-blend Open

The objective of the LIB - Advance Growth Multi-blend Open managed fund is To provide moderate to high total returns (before fees and taxes) over the medium to long term largely through capital growth by investing in a mix of growth and defensive assets.

The strategy of the LIB - Advance Growth Multi-blend Open managed fund is Aims to invest in a diverse mix of assets with an emphasis (about 85%) on growth oriented assets of Australian and international shares, with investment (about 15%) in defensive assets of cash and fixed interest providing some income and stability of returns.

The APIR code of the LIB - Advance Growth Multi-blend Open managed fund is LIF0104AU.

LIB - Advance Growth Multi-blend Open’s total return last month was 1.2%. This was made up of a growth return of 1.15% and an income return of 0.05%. These returns were calculated as at 31 Oct 2025.

LIB - Advance Growth Multi-blend Open’s total return for the last three months was 3.26%. This was made up of a growth return of 3.21% and an income return of 0.05%%. These returns were calculated as at 31 Oct 2025.

LIB - Advance Growth Multi-blend Open’s one-year total return is 8.99%. This was made up of a growth return of 8.94% and an income return of 0.05%. These returns were calculated as at 31 Oct 2025.

LIB - Advance Growth Multi-blend Open’s one-year total return is 9.03%. This was made up of a growth return of 9.01% and an income return of 0.02%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the LIB - Advance Growth Multi-blend Open managed fund is :

Australian Equities
32%
International Equities
44.99%
Cash
2.70%
Property & Infrastructure
8.56%
Fixed Interest
6.69%
Alternatives
5.07%

The Responsible Entity for the LIB - Advance Growth Multi-blend Open managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Advance Growth Multi-blend Open managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Nov 2025, the size of the LIB - Advance Growth Multi-blend Open managed fund was $10.28 million.

The LIB - Advance Growth Multi-blend Open managed fund has an inception date of 1 May 2012.

The current entry price of the LIB - Advance Growth Multi-blend Open managed fund is $2.2116 per unit and the current exit price is $2.2116 per unit (as at 28 Nov 2025).

The current exit price of the LIB - Advance Growth Multi-blend Open managed fund is $2.2116 per unit and the current entry price is $2.2116 per unit (as at 28 Nov 2025).

The minimum initial investment amount for the LIB - Advance Growth Multi-blend Open managed fund is $1,000. Minimum additional investment is $100.

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.