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  5. Lifeplan FlexiGrowth - High Yield Option - Managed fund profile

Lifeplan FlexiGrowth - High Yield Option - Managed Fund

Fund Objective
Aims to provide income returns which exceed the income returns provided by the other 3 options over the medium term while maintaining stability of capital, by investing in a diversified portfolio of higher yielding Australian cash and fixed interest investments.
Fund Strategy
The option's strategy is to invest in cash and fixed interest investments which offer potential to deliver higher returns. To achieve higher returns, the fixed interest investments will have a higher credit risk, on average, than the investments held by the other 3 options. Credit risk is managed through security selection, ongoing monitoring and broad diversification. Securities are selected depending on whether they offer value for risk. The option aims to hedge any currency risk that occurs.

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 0.28% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.32% 0.94% 2% 4.25% 4.32% 4% 2.47% 2.06%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan FlexiGrowth - High Yield Option
Cash
76.34%
Fixed Interest
23.66%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
20.03%
Fixed Interest
79.26%
Australian Equities
0.03%
International Equities
0.03%
Alternatives
0.66%

General Information

Fund Details
Type Description
Lifeplan FlexiGrowth - High Yield Option
Lifeplan Australia Friendly Society Ltd
LIF0018AU
Non Investment Grade Debt
starstar (as at 30 Sep 2017)
Investment Fund
28 Aug 2006
$1.01 million (as at 31 Jul 2025)
n/a
n/a
Closed
Offer information
Type Description
MER 1.75% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.75% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

FAQs about the Lifeplan FlexiGrowth - High Yield Option

The objective of the Lifeplan FlexiGrowth - High Yield Option managed fund is Aims to provide income returns which exceed the income returns provided by the other 3 options over the medium term while maintaining stability of capital, by investing in a diversified portfolio of higher yielding Australian cash and fixed interest investments.

The strategy of the Lifeplan FlexiGrowth - High Yield Option managed fund is The option's strategy is to invest in cash and fixed interest investments which offer potential to deliver higher returns. To achieve higher returns, the fixed interest investments will have a higher credit risk, on average, than the investments held by the other 3 options. Credit risk is managed through security selection, ongoing monitoring and broad diversification. Securities are selected depending on whether they offer value for risk. The option aims to hedge any currency risk that occurs.

The APIR code of the Lifeplan FlexiGrowth - High Yield Option managed fund is LIF0018AU.

Lifeplan FlexiGrowth - High Yield Option’s total return last month was 0.28%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Lifeplan FlexiGrowth - High Yield Option’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2025.

Lifeplan FlexiGrowth - High Yield Option’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Lifeplan FlexiGrowth - High Yield Option’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Lifeplan FlexiGrowth - High Yield Option managed fund is :

Cash
76.34%
Fixed Interest
23.66%
Australian Equities
0%
International Equities
0%
Alternatives
0%

The Responsible Entity for the Lifeplan FlexiGrowth - High Yield Option managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan FlexiGrowth - High Yield Option managed fund belongs to the Non Investment Grade Debt sector/asset class.

As at 31 Jul 2025, the size of the Lifeplan FlexiGrowth - High Yield Option managed fund was $1.01 million.

The Lifeplan FlexiGrowth - High Yield Option managed fund has an inception date of 28 Aug 2006.

The current entry price of the Lifeplan FlexiGrowth - High Yield Option managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Lifeplan FlexiGrowth - High Yield Option managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Lifeplan FlexiGrowth - High Yield Option 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.