Lifeplan Investment Bond - Colonial Enhanced Yield Open - Managed Fund (Closed)

The objective of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is To actively manage investor capital to target a total return of 3% pa above the Reserve Bank of Australia cash rate over three years (including franking) before fees and taxes by investing across income producing assets including cash, bonds, capital notes and equity income strategies.

The strategy of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is The underlying portfolio managers across a broad opportunity set of income-producing investments, actively adjusting the investment mix to achieve the target return under all market conditions.

The APIR code of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is LIF0143AU.

Lifeplan Investment Bond - Colonial Enhanced Yield Open’s total return last month was 0.44%. This was made up of a growth return of 0.44% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Colonial Enhanced Yield Open’s total return for the last three months was 0.71%. This was made up of a growth return of 0.71% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Colonial Enhanced Yield Open’s one-year total return is 1.12%. This was made up of a growth return of 1.12% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - Colonial Enhanced Yield Open’s one-year total return is 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

The asset allocation of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is :

The Responsible Entity for the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund belongs to the Unconstrained Fixed Income sector/asset class.

As at 31 Dec 2020, the size of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund was $0.94 million.

The Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund has an inception date of 1 May 2012.

The current entry price of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is $1.1828 per unit and the current exit price is $1.1828 per unit (as at 14 Dec 2020).

The current exit price of the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is $1.1828 per unit and the current entry price is $1.1828 per unit (as at 14 Dec 2020).

The minimum initial investment amount for the Lifeplan Investment Bond - Colonial Enhanced Yield Open managed fund is $1,000. Minimum additional investment is $100.