InvestSMART

Lifeplan Investment Bond - MLC Horizon 5 Growth - Managed Fund (Closed)

Fund Objective
Aims to outperform the Benchmark, after fees, over 7 year periods.
Fund Strategy
The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

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 5.47% 4.48% 7.9% 0.78% 6.34% 4.09% 5.23% 5.77%
Growth return 5.47% 4.48% 7.9% 0.78% 6.34% 4.09% 5.23% 5.77%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 30 Nov 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Investment Bond - MLC Horizon 5 Growth
Australian Equities
26.86%
International Equities
43.56%
Cash
7.36%
Property & Infrastructure
5.19%
Fixed Interest
7.05%
Alternatives
9.98%
Average Allocation of Peers
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Fixed Interest
5.38%
Alternatives
3.60%

General Information

Fund Details
Type Description
Lifeplan Investment Bond - MLC Horizon 5 Growth
Closed
Lifeplan Australia Friendly Society Ltd
LIF0074AU
Multisector Aggressive
starstarstar (as at 30 Nov 2020)
Investment Fund
24 Jul 2008
$1.52 million (as at 30 Nov 2020)
$1.9311 (as at 1 Dec 2020)
$1.9311 (as at 1 Dec 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2% (as at 30 Jun 2012)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 May 2025)

Holding (as at 31 May 2025) Type % of Portfolio
MultiMix Wholesale International Shrs Tr Mutual Fund - Open End 38.79%
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FAQs about the Lifeplan Investment Bond - MLC Horizon 5 Growth

The objective of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is Aims to outperform the Benchmark, after fees, over 7 year periods.

The strategy of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

The APIR code of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is LIF0074AU.

Lifeplan Investment Bond - MLC Horizon 5 Growth’s total return last month was 5.47%. This was made up of a growth return of 5.47% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - MLC Horizon 5 Growth’s total return for the last three months was 4.48%. This was made up of a growth return of 4.48% and an income return of 0%%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - MLC Horizon 5 Growth’s one-year total return is 0.78%. This was made up of a growth return of 0.78% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

Lifeplan Investment Bond - MLC Horizon 5 Growth’s one-year total return is 4.09%. This was made up of a growth return of 4.09% and an income return of 0%. These returns were calculated as at 30 Nov 2020.

The asset allocation of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is :

Australian Equities
26.86%
International Equities
43.56%
Cash
7.36%
Property & Infrastructure
5.19%
Fixed Interest
7.05%
Alternatives
9.98%

The Responsible Entity for the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Nov 2020, the size of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund was $1.52 million.

The Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund has an inception date of 24 Jul 2008.

The current entry price of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is $1.9311 per unit and the current exit price is $1.9311 per unit (as at 1 Dec 2020).

The current exit price of the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is $1.9311 per unit and the current entry price is $1.9311 per unit (as at 1 Dec 2020).

The minimum initial investment amount for the Lifeplan Investment Bond - MLC Horizon 5 Growth managed fund is $1,000. Minimum additional investment is $100.

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.