Lifeplan Education Savings Plan - High Growth - Managed Fund
Fund Objective
The broad asset allocation is to be 100% invested in Australian and Global shares. Allocations are regularly reviewed and may be altered in response to a fundamental change in long term expectations or market demand. This option may partially hedge currency risk.Fund Strategy
The broad asset allocation is to be 100% invested in Australian and Global shares. Allocations are regularly reviewed and may be altered in response to a fundamental change in long term expectations or market demand. This option may partially hedge currency risk.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -0.52% | 0.75% | 6.49% | 3.62% | 10.42% | 10.49% | 7.06% | 7.91% |
| Growth return | -0.36% | 1.24% | 7.53% | 5.14% | 11.22% | 11.03% | 7.37% | 8.06% |
| Income return | -0.16% | -0.49% | -1.04% | -1.52% | -0.8% | -0.54% | -0.31% | -0.15% |
|
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
|
||||||||
| Total return | -0.6% | 0.34% | 9.68% | 7.73% | 10.71% | 14.3% | 8.79% | 10.04% |
Asset Allocation
Lifeplan Education Savings Plan - High Growth
- Australian Equities
- 36.46%
- International Equities
- 61.14%
- Cash
- 2%
- Property & Infrastructure
- 0.01%
- Fixed Interest
- 0.39%
- Alternatives
- 0%
Average Allocation of Peers
- Australian Equities
- 34.22%
- International Equities
- 46.70%
- Cash
- 3.47%
- Property & Infrastructure
- 4.72%
- Fixed Interest
- 6.71%
- Alternatives
- 4.18%
General Information
Fund Details
| Type | Description |
| Lifeplan Education Savings Plan - High Growth | |
| Australian Unity Limited | |
| LIF0016AU | |
| Multisector Aggressive | |
 (as at 30 Sep 2026) |
|
| Investment Fund | |
| 1 Jan 2006 | |
| $13.65 million (as at 31 Aug 2026) | |
| $3.20159 (as at 30 Sep 2026) | |
| $3.20159 (as at 30 Sep 2026) | |
| Closed |
Offer information
| Type | Description |
| MER | 1.95% (as at 31 Aug 2026) |
| Indirect Cost Ratio (ICR) | 1.95% (as at 30 Jun 2012) |
| Minimum initial investment | $1,000.00 |
| Minimum additional investments | $500.00 |
| Minimum redemption amount | $500.00 |
Top 10 holdings (as at 31 May 2026)
| Holding (as at 31 May 2026) | Type | % of Portfolio |
| BHP Group Ltd | 4.07% | |
| Login now to view the complete list of holdings. | ||
Your guide to next steps
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FAQs about the Lifeplan Education Savings Plan - High Growth
What is the objective of the Lifeplan Education Savings Plan - High Growth managed fund?
The objective of the Lifeplan Education Savings Plan - High Growth managed fund is The broad asset allocation is to be 100% invested in Australian and Global shares. Allocations are regularly reviewed and may be altered in response to a fundamental change in long term expectations or market demand. This option may partially hedge currency risk.
What is the strategy for the Lifeplan Education Savings Plan - High Growth managed fund?
The strategy of the Lifeplan Education Savings Plan - High Growth managed fund is The broad asset allocation is to be 100% invested in Australian and Global shares. Allocations are regularly reviewed and may be altered in response to a fundamental change in long term expectations or market demand. This option may partially hedge currency risk.
What is the APIR code of the Lifeplan Education Savings Plan - High Growth managed fund?
The APIR code of the Lifeplan Education Savings Plan - High Growth managed fund is LIF0016AU.
What was Lifeplan Education Savings Plan - High Growth’s total return last month?
Lifeplan Education Savings Plan - High Growth’s total return last month was -0.52%. This was made up of a growth return of -0.36% and an income return of -0.16%. These returns were calculated as at 30 Sep 2026.
What was Lifeplan Education Savings Plan - High Growth’s total return for the last three months?
Lifeplan Education Savings Plan - High Growth’s total return for the last three months was 0.75%. This was made up of a growth return of 1.24% and an income return of -0.49%%. These returns were calculated as at 30 Sep 2026.
What is Lifeplan Education Savings Plan - High Growth’s one-year total return?
Lifeplan Education Savings Plan - High Growth’s one-year total return is 3.62%. This was made up of a growth return of 5.14% and an income return of -1.52%. These returns were calculated as at 30 Sep 2026.
What is Lifeplan Education Savings Plan - High Growth’s three-year total return?
Lifeplan Education Savings Plan - High Growth’s one-year total return is 10.49%. This was made up of a growth return of 11.03% and an income return of -0.54%. These returns were calculated as at 30 Sep 2026.
What is the asset allocation of the Lifeplan Education Savings Plan - High Growth managed fund?
The asset allocation of the Lifeplan Education Savings Plan - High Growth managed fund is :
- Australian Equities
- 36.46%
- International Equities
- 61.14%
- Cash
- 2%
- Property & Infrastructure
- 0.01%
- Fixed Interest
- 0.39%
- Alternatives
- 0%
Who is the responsible Entity of the Lifeplan Education Savings Plan - High Growth managed fund?
The Responsible Entity for the Lifeplan Education Savings Plan - High Growth managed fund is Australian Unity Limited.
What sector/asset class does the Lifeplan Education Savings Plan - High Growth managed fund belong to?
The Lifeplan Education Savings Plan - High Growth managed fund belongs to the Multisector Aggressive sector/asset class.
What is the size of the Lifeplan Education Savings Plan - High Growth managed fund?
As at 31 Aug 2026, the size of the Lifeplan Education Savings Plan - High Growth managed fund was $13.65 million.
What is the inception date of the Lifeplan Education Savings Plan - High Growth managed fund?
The Lifeplan Education Savings Plan - High Growth managed fund has an inception date of 1 Jan 2006.
What is the current entry price of the Lifeplan Education Savings Plan - High Growth managed fund?
The current entry price of the Lifeplan Education Savings Plan - High Growth managed fund is $3.20159 per unit and the current exit price is $3.20159 per unit (as at 30 Sep 2026).
What is the current exit price of the Lifeplan Education Savings Plan - High Growth managed fund?
The current exit price of the Lifeplan Education Savings Plan - High Growth managed fund is $3.20159 per unit and the current entry price is $3.20159 per unit (as at 30 Sep 2026).
What is the minimum investment amount for the Lifeplan Education Savings Plan - High Growth managed fund?
The minimum initial investment amount for the Lifeplan Education Savings Plan - High Growth managed fund is $1,000. Minimum additional investment is $500.
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.
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