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  5. LIB - Colonial FirstChoice Wholesale Multi-index Growth - Managed fund profile

LIB - Colonial FirstChoice Wholesale Multi-index Growth - Managed Fund

Fund Objective
To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
The option allocates 80% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed by Realindex Investments using the RAFI methodology to select securities. The property and infrastructure components are managed using market capitalisation indices. 20% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.

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 1.45% 4.14% 5.16% 9.7% 10.18% 8.82% 7.9% -%
Growth return 1.45% 4.14% 5.16% 9.7% 10.18% 8.82% 7.9% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Colonial FirstChoice Wholesale Multi-index Growth
Australian Equities
26.06%
International Equities
48.46%
Cash
2.60%
Property & Infrastructure
4.56%
Fixed Interest
18.32%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.25%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.40%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
LIB - Colonial FirstChoice Wholesale Multi-index Growth
Lifeplan Australia Friendly Society Ltd
LIF2744AU
Multisector Growth
starstarstarstarstar (as at 30 Jun 2025)
Investment Fund
21 May 2018
$4.13 million (as at 31 Aug 2025)
$1.4596 (as at 29 Aug 2025)
$1.4596 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1.48% (as at 22 Mar 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
France (Republic Of) Bond - Gov't/Treasury 0.01%
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FAQs about the LIB - Colonial FirstChoice Wholesale Multi-index Growth

The objective of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is The option allocates 80% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed by Realindex Investments using the RAFI methodology to select securities. The property and infrastructure components are managed using market capitalisation indices. 20% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.

The APIR code of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is LIF2744AU.

LIB - Colonial FirstChoice Wholesale Multi-index Growth’s total return last month was 1.45%. This was made up of a growth return of 1.45% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - Colonial FirstChoice Wholesale Multi-index Growth’s total return for the last three months was 4.14%. This was made up of a growth return of 4.14% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

LIB - Colonial FirstChoice Wholesale Multi-index Growth’s one-year total return is 9.7%. This was made up of a growth return of 9.7% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - Colonial FirstChoice Wholesale Multi-index Growth’s one-year total return is 8.82%. This was made up of a growth return of 8.82% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is :

Australian Equities
26.06%
International Equities
48.46%
Cash
2.60%
Property & Infrastructure
4.56%
Fixed Interest
18.32%
Alternatives
0%

The Responsible Entity for the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2025, the size of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund was $4.13 million.

The LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund has an inception date of 21 May 2018.

The current entry price of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is $1.4596 per unit and the current exit price is $1.4596 per unit (as at 29 Aug 2025).

The current exit price of the LIB - Colonial FirstChoice Wholesale Multi-index Growth managed fund is $1.4596 per unit and the current entry price is $1.4596 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the LIB - Colonial FirstChoice Wholesale Multi-index Growth 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.