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  5. LIB - Stewart Investors Worldwide Sustainability A - Managed fund profile

LIB - Stewart Investors Worldwide Sustainability A - Managed Fund

Fund Objective
The Fund aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. It seeks to achieve long-term capital growth by investing in the shares of companies well positioned to benefit from and contribute to the sustainable development of the countries in which they operate.
Fund Strategy
The Fund invests in a diverse portfolio of equity securities which are listed or traded in any of the regulated markets globally including emerging markets. The investment approach considers sustainaibility themes and issues, and requires positive engagement with companies in respect of these. Asset allocation is comprised by 80-100% global equities and 0-20% cash or cash equivalents. The Fund does not hedge currency risk.

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% 2.84% 0.23% 5.28% 5.7% 6.93% -% -%
Growth return -0.69% 2.84% 0.23% 5.28% 5.7% 6.93% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Stewart Investors Worldwide Sustainability A
International Equities
99.01%
Cash
0.99%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
LIB - Stewart Investors Worldwide Sustainability A
Lifeplan Australia Friendly Society Ltd
LIF2693AU
Equity World Large Growth
star (as at 30 Jun 2025)
Investment Fund
18 Nov 2020
$3.01 million (as at 31 Jul 2025)
$1.1954 (as at 29 Aug 2025)
$1.1954 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1.17% (as at 22 Jul 2025)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Arista Networks Inc Equity 6.21%
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FAQs about the LIB - Stewart Investors Worldwide Sustainability A

The objective of the LIB - Stewart Investors Worldwide Sustainability A managed fund is The Fund aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. It seeks to achieve long-term capital growth by investing in the shares of companies well positioned to benefit from and contribute to the sustainable development of the countries in which they operate.

The strategy of the LIB - Stewart Investors Worldwide Sustainability A managed fund is The Fund invests in a diverse portfolio of equity securities which are listed or traded in any of the regulated markets globally including emerging markets. The investment approach considers sustainaibility themes and issues, and requires positive engagement with companies in respect of these. Asset allocation is comprised by 80-100% global equities and 0-20% cash or cash equivalents. The Fund does not hedge currency risk.

The APIR code of the LIB - Stewart Investors Worldwide Sustainability A managed fund is LIF2693AU.

LIB - Stewart Investors Worldwide Sustainability A’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 31 Aug 2025.

LIB - Stewart Investors Worldwide Sustainability A’s total return for the last three months was 2.84%. This was made up of a growth return of 2.84% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

LIB - Stewart Investors Worldwide Sustainability A’s one-year total return is 5.28%. This was made up of a growth return of 5.28% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - Stewart Investors Worldwide Sustainability A’s one-year total return is 6.93%. This was made up of a growth return of 6.93% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the LIB - Stewart Investors Worldwide Sustainability A managed fund is :

International Equities
99.01%
Cash
0.99%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - Stewart Investors Worldwide Sustainability A managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Stewart Investors Worldwide Sustainability A managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Jul 2025, the size of the LIB - Stewart Investors Worldwide Sustainability A managed fund was $3.01 million.

The LIB - Stewart Investors Worldwide Sustainability A managed fund has an inception date of 18 Nov 2020.

The current entry price of the LIB - Stewart Investors Worldwide Sustainability A managed fund is $1.1954 per unit and the current exit price is $1.1954 per unit (as at 29 Aug 2025).

The current exit price of the LIB - Stewart Investors Worldwide Sustainability A managed fund is $1.1954 per unit and the current entry price is $1.1954 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the LIB - Stewart Investors Worldwide Sustainability 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.