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  5. LIB - Altius Bond Fund - Managed fund profile

LIB - Altius Bond Fund - Managed Fund

Fund Objective
The fund aims to outperform the benchmark (50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0 Yr Index1) after fees over rolling three year periods.
Fund Strategy
The fund aims to outperform the benchmark (50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0 Yr Index1) after fees over rolling three year periods.

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 0.26% 0.96% 1.9% 3.26% 2.9% 2.74% 0.5% -%
Growth return 0.26% 0.96% 1.9% 3.26% 2.9% 2.74% 0.5% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Altius Bond Fund
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.60%
Australian Equities
0.62%
International Equities
0.02%
Property & Infrastructure
0.02%
Fixed Interest
92.48%
Alternatives
0.25%

General Information

Fund Details
Type Description
LIB - Altius Bond Fund
Lifeplan Australia Friendly Society Ltd
LIF2737AU
Bonds - Australia
starstarstarstar (as at 30 Jun 2025)
Investment Fund
21 May 2018
$1.09 million (as at 31 Jul 2025)
$1.0515 (as at 29 Aug 2025)
$1.0515 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1.27% (as at 20 Feb 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Dec 2021)

Holding (as at 31 Dec 2021) Type % of Portfolio
Bnp Paribas Nominees - Current Accounts Cash 100%
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FAQs about the LIB - Altius Bond Fund

The objective of the LIB - Altius Bond Fund managed fund is The fund aims to outperform the benchmark (50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+ Yr Index1) after fees over rolling three year periods.

The strategy of the LIB - Altius Bond Fund managed fund is The fund aims to outperform the benchmark (50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+ Yr Index1) after fees over rolling three year periods.

The APIR code of the LIB - Altius Bond Fund managed fund is LIF2737AU.

LIB - Altius Bond Fund’s total return last month was 0.26%. This was made up of a growth return of 0.26% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - Altius Bond Fund’s total return for the last three months was 0.96%. This was made up of a growth return of 0.96% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

LIB - Altius Bond Fund’s one-year total return is 3.26%. This was made up of a growth return of 3.26% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - Altius Bond Fund’s one-year total return is 2.74%. This was made up of a growth return of 2.74% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the LIB - Altius Bond Fund managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - Altius Bond Fund managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Altius Bond Fund managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Jul 2025, the size of the LIB - Altius Bond Fund managed fund was $1.09 million.

The LIB - Altius Bond Fund managed fund has an inception date of 21 May 2018.

The current entry price of the LIB - Altius Bond Fund managed fund is $1.0515 per unit and the current exit price is $1.0515 per unit (as at 29 Aug 2025).

The current exit price of the LIB - Altius Bond Fund managed fund is $1.0515 per unit and the current entry price is $1.0515 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the LIB - Altius Bond Fund 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.