InvestSMART

LIB - Colonial FirstChoice Moderate - Managed Fund

Fund Objective
To provide a balanced of income and capital growth over the medium to long term. To outperform the underlying portfolio,s composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
To allocate 60% of investments to growth assets, such as shares, property and infrastructure securities and 40% to defensive assets such as fixed interest and cash.

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 1.73% 2.66% 5.07% 10.89% 6.44% 2.92% 3.42% 3.87%
Growth return 1.73% 2.66% 5.07% 10.89% 6.44% 2.92% 3.42% 3.87%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Colonial FirstChoice Moderate
Australian Equities
16.95%
International Equities
37.65%
Cash
5.59%
Property
5.80%
Fixed Interest
34.02%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.93%
Cash
9.92%
Property
3.97%
Fixed Interest
35.43%
Alternatives
6.86%

General Information

Fund Details
Type Description
LIB - Colonial FirstChoice Moderate
Lifeplan Australia Friendly Society Ltd
LIF0138AU
Multisector Balanced
starstarstarstar (as at 30 Nov 2024)
Investment Fund
1 May 2012
$61.31 million (as at 31 Oct 2024)
$1.8088 (as at 29 Nov 2024)
$1.8088 (as at 29 Nov 2024)
Open
Offer information
Type Description
MER 1.42% (as at 25 Nov 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Apr 2024)

Holding (as at 30 Apr 2024) Type % of Portfolio
Wiif Hedged Feeder Fund 2 Mutual Fund - Unspecified 3.09%
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FAQs about the LIB - Colonial FirstChoice Moderate

The objective of the LIB - Colonial FirstChoice Moderate managed fund is To provide a balanced of income and capital growth over the medium to long term. To outperform the underlying portfolio,s composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the LIB - Colonial FirstChoice Moderate managed fund is To allocate 60% of investments to growth assets, such as shares, property and infrastructure securities and 40% to defensive assets such as fixed interest and cash.

The APIR code of the LIB - Colonial FirstChoice Moderate managed fund is LIF0138AU.

LIB - Colonial FirstChoice Moderate’s total return last month was 1.73%. This was made up of a growth return of 1.73% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

LIB - Colonial FirstChoice Moderate’s total return for the last three months was 2.66%. This was made up of a growth return of 2.66% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

LIB - Colonial FirstChoice Moderate’s one-year total return is 10.89%. This was made up of a growth return of 10.89% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

LIB - Colonial FirstChoice Moderate’s one-year total return is 2.92%. This was made up of a growth return of 2.92% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the LIB - Colonial FirstChoice Moderate managed fund is :

Australian Equities
16.95%
International Equities
37.65%
Cash
5.59%
Property
5.80%
Fixed Interest
34.02%
Alternatives
0%

The Responsible Entity for the LIB - Colonial FirstChoice Moderate managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Colonial FirstChoice Moderate managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Oct 2024, the size of the LIB - Colonial FirstChoice Moderate managed fund was $61.31 million.

The LIB - Colonial FirstChoice Moderate managed fund has an inception date of 1 May 2012.

The current entry price of the LIB - Colonial FirstChoice Moderate managed fund is $1.8088 per unit and the current exit price is $1.8088 per unit (as at 29 Nov 2024).

The current exit price of the LIB - Colonial FirstChoice Moderate managed fund is $1.8088 per unit and the current entry price is $1.8088 per unit (as at 29 Nov 2024).

The minimum initial investment amount for the LIB - Colonial FirstChoice Moderate 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.