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  5. LIB - Firetrail Australian High Cnvctn A - Managed fund profile

LIB - Firetrail Australian High Cnvctn A - Managed Fund

Fund Objective
The Fund seeks to outperform the S&P/ASX 200 Accumulation Index over the medium to long term.
Fund Strategy
The Fund aims to hold approximately 25 securities at any time comprised by 90-100% Australian and New Zealand equities, and 0-10% cash. The Fund invests primarily in ordinary shares (fully paid or contributing), stapled securities, preferences shares or stock, convertible notes, rights or shares options of companies and trusts listed on the ASX, any other recognised Australian exchange or the New Zealand Stock Exchange (NZX).

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 1.78% 9% 6.31% 12.42% 8% 8.42% -% -%
Growth return 1.78% 9% 6.31% 12.42% 8% 8.42% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.41% 9.5% 6.44% 13.81% 12.95% 13.56% 11.85% 8.86%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Firetrail Australian High Cnvctn A
Australian Equities
96.69%
Cash
3.31%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
94.06%
Cash
-0.83%
International Equities
4.36%
Property & Infrastructure
1.50%
Fixed Interest
0.30%
Alternatives
0.61%

General Information

Fund Details
Type Description
LIB - Firetrail Australian High Cnvctn A
Lifeplan Australia Friendly Society Ltd
LIF4208AU
Equity Australia Large Blend
starstarstar (as at 30 Jun 2025)
Investment Fund
10 Nov 2020
$3.16 million (as at 31 May 2025)
$1.3413 (as at 30 Jun 2025)
$1.3413 (as at 30 Jun 2025)
Open
Offer information
Type Description
MER 1.35% (as at 25 Nov 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
BHP Group Ltd Equity 12.47%
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FAQs about the LIB - Firetrail Australian High Cnvctn A

The objective of the LIB - Firetrail Australian High Cnvctn A managed fund is The Fund seeks to outperform the S&P/ASX 200 Accumulation Index over the medium to long term.

The strategy of the LIB - Firetrail Australian High Cnvctn A managed fund is The Fund aims to hold approximately 25 securities at any time comprised by 90-100% Australian and New Zealand equities, and 0-10% cash. The Fund invests primarily in ordinary shares (fully paid or contributing), stapled securities, preferences shares or stock, convertible notes, rights or shares options of companies and trusts listed on the ASX, any other recognised Australian exchange or the New Zealand Stock Exchange (NZX).

The APIR code of the LIB - Firetrail Australian High Cnvctn A managed fund is LIF4208AU.

LIB - Firetrail Australian High Cnvctn A’s total return last month was 1.78%. This was made up of a growth return of 1.78% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

LIB - Firetrail Australian High Cnvctn A’s total return for the last three months was 9%. This was made up of a growth return of 9% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

LIB - Firetrail Australian High Cnvctn A’s one-year total return is 12.42%. This was made up of a growth return of 12.42% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

LIB - Firetrail Australian High Cnvctn A’s one-year total return is 8.42%. This was made up of a growth return of 8.42% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the LIB - Firetrail Australian High Cnvctn A managed fund is :

Australian Equities
96.69%
Cash
3.31%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - Firetrail Australian High Cnvctn A managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Firetrail Australian High Cnvctn A managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 May 2025, the size of the LIB - Firetrail Australian High Cnvctn A managed fund was $3.16 million.

The LIB - Firetrail Australian High Cnvctn A managed fund has an inception date of 10 Nov 2020.

The current entry price of the LIB - Firetrail Australian High Cnvctn A managed fund is $1.3413 per unit and the current exit price is $1.3413 per unit (as at 30 Jun 2025).

The current exit price of the LIB - Firetrail Australian High Cnvctn A managed fund is $1.3413 per unit and the current entry price is $1.3413 per unit (as at 30 Jun 2025).

The minimum initial investment amount for the LIB - Firetrail Australian High Cnvctn A 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.