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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 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 2.68% -0.27% -0.68% 15.85% 11.37% 9.4% 7.84% 7.99%
Growth return 2.85% 0.22% -0.04% 16.6% 11.73% 9.64% 7.97% 8.06%
Income return -0.17% -0.49% -0.64% -0.75% -0.36% -0.24% -0.13% -0.07%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.08% 1.96% 4.77% 13.87% 13.52% 14.15% 9.34% 10.03%
As at 30 Apr 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Education Savings Plan - High Growth
Australian Equities
36.38%
International Equities
61.06%
Cash
1.92%
Fixed Interest
0.64%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.47%
International Equities
48.24%
Cash
2.33%
Fixed Interest
5.88%
Property & Infrastructure
4.89%
Alternatives
4.20%

General Information

Fund Details
Type Description
Lifeplan Education Savings Plan - High Growth
Australian Unity Limited
LIF0016AU
Multisector Aggressive
starstarstarstarstar (as at 31 Mar 2026)
Investment Fund
1 Jan 2006
$13.69 million (as at 30 Apr 2026)
$3.13568 (as at 25 May 2026)
$3.13568 (as at 25 May 2026)
Closed
Offer information
Type Description
MER 1.95% (as at 20 May 2025)
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 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
BHP Group Ltd 4.14%
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FAQs about the Lifeplan Education Savings Plan - High Growth

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.

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.

The APIR code of the Lifeplan Education Savings Plan - High Growth managed fund is LIF0016AU.

Lifeplan Education Savings Plan - High Growth’s total return last month was 2.68%. This was made up of a growth return of 2.85% and an income return of -0.17%. These returns were calculated as at 30 Apr 2026.

Lifeplan Education Savings Plan - High Growth’s total return for the last three months was -0.27%. This was made up of a growth return of 0.22% and an income return of -0.49%%. These returns were calculated as at 30 Apr 2026.

Lifeplan Education Savings Plan - High Growth’s one-year total return is 15.85%. This was made up of a growth return of 16.6% and an income return of -0.75%. These returns were calculated as at 30 Apr 2026.

Lifeplan Education Savings Plan - High Growth’s one-year total return is 9.4%. This was made up of a growth return of 9.64% and an income return of -0.24%. These returns were calculated as at 30 Apr 2026.

The asset allocation of the Lifeplan Education Savings Plan - High Growth managed fund is :

Australian Equities
36.38%
International Equities
61.06%
Cash
1.92%
Fixed Interest
0.64%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Education Savings Plan - High Growth managed fund is Australian Unity Limited.

The Lifeplan Education Savings Plan - High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Apr 2026, the size of the Lifeplan Education Savings Plan - High Growth managed fund was $13.69 million.

The Lifeplan Education Savings Plan - High Growth managed fund has an inception date of 1 Jan 2006.

The current entry price of the Lifeplan Education Savings Plan - High Growth managed fund is $3.13568 per unit and the current exit price is $3.13568 per unit (as at 25 May 2026).

The current exit price of the Lifeplan Education Savings Plan - High Growth managed fund is $3.13568 per unit and the current entry price is $3.13568 per unit (as at 25 May 2026).

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.