InvestSMART

LIB - MLC Horizon 5 Growth - Managed Fund

Fund Objective
Aims to provide a return higher than its benchmark (before fees) over 5 year periods.
Fund Strategy
To invest in a diversified portfolio that invests predominately in growth assets.

Fund Performance Comparison

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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 0.76% 2.4% 7.48% 7.06% 11.03% 8.64% 7.2% 5.68%
Growth return 0.87% 2.51% 7.6% 7.17% 11.09% 8.68% 7.22% 5.69%
Income return -0.11% -0.11% -0.12% -0.11% -0.06% -0.04% -0.02% -0.01%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 1.8% 5.06% 13.99% 15.82% 20.4% 15.18% 12.58% 9.92%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
LIB - MLC Horizon 5 Growth
Lifeplan Australia Friendly Society Ltd
LIF0128AU
Multisector Aggressive
starstarstar (as at 30 Jun 2025)
Investment Fund
1 May 2012
$31.69 million (as at 30 Sep 2025)
$2.3978 (as at 7 Nov 2025)
$2.3978 (as at 7 Nov 2025)
Open
Offer information
Type Description
MER 1.40% (as at 22 Jul 2025)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
MultiMix Wholesale International Shrs Tr Mutual Fund - Open End 38.72%
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FAQs about the LIB - MLC Horizon 5 Growth

The objective of the LIB - MLC Horizon 5 Growth managed fund is Aims to provide a return higher than its benchmark (before fees) over 5 year periods.

The strategy of the LIB - MLC Horizon 5 Growth managed fund is To invest in a diversified portfolio that invests predominately in growth assets.

The APIR code of the LIB - MLC Horizon 5 Growth managed fund is LIF0128AU.

LIB - MLC Horizon 5 Growth’s total return last month was 0.76%. This was made up of a growth return of 0.87% and an income return of -0.11%. These returns were calculated as at 31 Oct 2025.

LIB - MLC Horizon 5 Growth’s total return for the last three months was 2.4%. This was made up of a growth return of 2.51% and an income return of -0.11%%. These returns were calculated as at 31 Oct 2025.

LIB - MLC Horizon 5 Growth’s one-year total return is 7.06%. This was made up of a growth return of 7.17% and an income return of -0.11%. These returns were calculated as at 31 Oct 2025.

LIB - MLC Horizon 5 Growth’s one-year total return is 8.64%. This was made up of a growth return of 8.68% and an income return of -0.04%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the LIB - MLC Horizon 5 Growth managed fund is :

Australian Equities
28.41%
International Equities
44.16%
Cash
5.48%
Property & Infrastructure
5.29%
Fixed Interest
6.57%
Alternatives
10.09%

The Responsible Entity for the LIB - MLC Horizon 5 Growth managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - MLC Horizon 5 Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2025, the size of the LIB - MLC Horizon 5 Growth managed fund was $31.69 million.

The LIB - MLC Horizon 5 Growth managed fund has an inception date of 1 May 2012.

The current entry price of the LIB - MLC Horizon 5 Growth managed fund is $2.3978 per unit and the current exit price is $2.3978 per unit (as at 7 Nov 2025).

The current exit price of the LIB - MLC Horizon 5 Growth managed fund is $2.3978 per unit and the current entry price is $2.3978 per unit (as at 7 Nov 2025).

The minimum initial investment amount for the LIB - MLC Horizon 5 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.