Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.03% | 2.41% | 2.54% | 1.34% | 3.77% | 2.53% | 2.69% | 3.67% |
Growth return | 2.03% | 2.41% | 2.54% | 1.34% | 3.77% | 2.53% | 2.69% | 3.67% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
Lifeplan Education Bond - Perpetual Conservative | |
Closed | |
Lifeplan Australia Friendly Society Ltd | |
LIF0038AU | |
Multisector Moderate | |
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|
Investment Fund | |
23 Jul 2007 | |
$0.43 million (as at 30 Nov 2020) | |
$1.4943 (as at 1 Dec 2020) | |
$1.4943 (as at 1 Dec 2020) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 2.01% (as at 30 Jun 2012) |
Minimum initial investment | $1,000.00 |
Minimum additional investments | $500.00 |
Minimum redemption amount | $500.00 |
Holding (as at 30 Jun 2025) | Type | % of Portfolio |
Perpetual Active Fixed Interest Fund A | Mutual Fund - Open End | 10.01% |
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The objective of the Lifeplan Education Bond - Perpetual Conservative managed fund is Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.
The strategy of the Lifeplan Education Bond - Perpetual Conservative managed fund is The fund invests in a diverse mix of growth, defensive and other assets, with a focus on cash, enhanced cash and fixed income securities.
The APIR code of the Lifeplan Education Bond - Perpetual Conservative managed fund is LIF0038AU.
Lifeplan Education Bond - Perpetual Conservative’s total return last month was 2.03%. This was made up of a growth return of 2.03% and an income return of 0%. These returns were calculated as at 30 Nov 2020.
Lifeplan Education Bond - Perpetual Conservative’s total return for the last three months was 2.41%. This was made up of a growth return of 2.41% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.
Lifeplan Education Bond - Perpetual Conservative’s one-year total return is 1.34%. This was made up of a growth return of 1.34% and an income return of 0%. These returns were calculated as at 30 Nov 2020.
Lifeplan Education Bond - Perpetual Conservative’s one-year total return is 2.53%. This was made up of a growth return of 2.53% and an income return of 0%. These returns were calculated as at 30 Nov 2020.
The asset allocation of the Lifeplan Education Bond - Perpetual Conservative managed fund is :
The Responsible Entity for the Lifeplan Education Bond - Perpetual Conservative managed fund is Lifeplan Australia Friendly Society Ltd.
The Lifeplan Education Bond - Perpetual Conservative managed fund belongs to the Multisector Moderate sector/asset class.
As at 30 Nov 2020, the size of the Lifeplan Education Bond - Perpetual Conservative managed fund was $0.43 million.
The Lifeplan Education Bond - Perpetual Conservative managed fund has an inception date of 23 Jul 2007.
The current entry price of the Lifeplan Education Bond - Perpetual Conservative managed fund is $1.4943 per unit and the current exit price is $1.4943 per unit (as at 1 Dec 2020).
The current exit price of the Lifeplan Education Bond - Perpetual Conservative managed fund is $1.4943 per unit and the current entry price is $1.4943 per unit (as at 1 Dec 2020).
The minimum initial investment amount for the Lifeplan Education Bond - Perpetual Conservative 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.