InvestSMART

LIB - Managed Investment Fund Open - Managed Fund

Fund Objective
Aims to provide growth over the medium term through investment in a diversified portfolio with an emphasis on defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its objective.
Fund Strategy
To invest in a diverse mix of Australian shares, property securities, fixed interest securities and cash. The broad asset allocation is to be 45% invested in growth assets and 55% in defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option, its strategy and appointed investment managers.

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 -0.69% 0.99% 4.79% 1.68% 4.84% 4.7% 3.02% 3.13%
Growth return -0.69% 0.99% 4.79% 1.68% 4.84% 4.7% 3.02% 3.13%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.67% 3.34% 8.26% 9.04% 12.12% 10.82% 6.61% 6.51%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
7.56%
Australian Equities
16.35%
International Equities
28.45%
Cash
7.61%
Property & Infrastructure
3.80%
Fixed Interest
36.23%

General Information

Fund Details
Type Description
LIB - Managed Investment Fund Open
Lifeplan Australia Friendly Society Ltd
LIF0144AU
Multisector Balanced
starstar (as at 30 Jun 2025)
Investment Fund
1 May 2012
$7.38 million (as at 31 Aug 2025)
$1.7057 (as at 30 Sep 2025)
$1.7057 (as at 30 Sep 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

FAQs about the LIB - Managed Investment Fund Open

The objective of the LIB - Managed Investment Fund Open managed fund is Aims to provide growth over the medium term through investment in a diversified portfolio with an emphasis on defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option and its objective.

The strategy of the LIB - Managed Investment Fund Open managed fund is To invest in a diverse mix of Australian shares, property securities, fixed interest securities and cash. The broad asset allocation is to be 45% invested in growth assets and 55% in defensive assets. Lifeplan is responsible for the construction of the Lifeplan Managed Investment option, its strategy and appointed investment managers.

The APIR code of the LIB - Managed Investment Fund Open managed fund is LIF0144AU.

LIB - Managed Investment Fund Open’s total return last month was -0.69%. This was made up of a growth return of -0.69% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

LIB - Managed Investment Fund Open’s total return for the last three months was 0.99%. This was made up of a growth return of 0.99% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

LIB - Managed Investment Fund Open’s one-year total return is 1.68%. This was made up of a growth return of 1.68% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

LIB - Managed Investment Fund Open’s one-year total return is 4.7%. This was made up of a growth return of 4.7% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the LIB - Managed Investment Fund Open managed fund is :

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

The Responsible Entity for the LIB - Managed Investment Fund Open managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Managed Investment Fund Open managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Aug 2025, the size of the LIB - Managed Investment Fund Open managed fund was $7.38 million.

The LIB - Managed Investment Fund Open managed fund has an inception date of 1 May 2012.

The current entry price of the LIB - Managed Investment Fund Open managed fund is $1.7057 per unit and the current exit price is $1.7057 per unit (as at 30 Sep 2025).

The current exit price of the LIB - Managed Investment Fund Open managed fund is $1.7057 per unit and the current entry price is $1.7057 per unit (as at 30 Sep 2025).

The minimum initial investment amount for the LIB - Managed Investment Fund 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.