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Lifeplan NextGen - MLC Horizon 6 Share - Managed Fund (Closed)

Fund Objective
Aims to outperform the Benchmark, after fees, over 7 year periods.
Fund Strategy
The portfolio invests in growth assets and may have minimal exposure to defensive assets through its alternative investments. 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 growth 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 0% 4.78% 6% -2.35% -% -% -% -%
Growth return 0% 4.78% 6% -2.35% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 4.51% 0.77% 0.84% 14.94% 12.67% 12.64% 9.02% 10.05%
As at 31 Mar 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan NextGen - MLC Horizon 6 Share
Australian Equities
33.56%
International Equities
51.39%
Cash
5.09%
Property & Infrastructure
3.81%
Fixed Interest
0.21%
Alternatives
5.94%
Average Allocation of Peers
Australian Equities
34.44%
International Equities
48.30%
Cash
2.29%
Property & Infrastructure
4.86%
Fixed Interest
5.90%
Alternatives
4.20%

General Information

Fund Details
Type Description
Lifeplan NextGen - MLC Horizon 6 Share
Closed
Lifeplan Australia Friendly Society Ltd
LIF0075AU
Multisector Aggressive
Not Rated
Investment Fund
24 Jul 2008
n/a
$1.0247 (as at 30 Apr 2012)
$1.0247 (as at 30 Apr 2012)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2% (as at 30 Jun 2011)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
MultiMix Wholesale International Shrs Tr Mutual Fund - Open End 46.53%
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FAQs about the Lifeplan NextGen - MLC Horizon 6 Share

The objective of the Lifeplan NextGen - MLC Horizon 6 Share managed fund is Aims to outperform the Benchmark, after fees, over 7 year periods.

The strategy of the Lifeplan NextGen - MLC Horizon 6 Share managed fund is The portfolio invests in growth assets and may have minimal exposure to defensive assets through its alternative investments. 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 growth 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 NextGen - MLC Horizon 6 Share managed fund is LIF0075AU.

Lifeplan NextGen - MLC Horizon 6 Share’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Mar 2012.

Lifeplan NextGen - MLC Horizon 6 Share’s total return for the last three months was 4.78%. This was made up of a growth return of 4.78% and an income return of 0%%. These returns were calculated as at 31 Mar 2012.

Lifeplan NextGen - MLC Horizon 6 Share’s one-year total return is -2.35%. This was made up of a growth return of -2.35% and an income return of 0%. These returns were calculated as at 31 Mar 2012.

Lifeplan NextGen - MLC Horizon 6 Share’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 31 Mar 2012.

The asset allocation of the Lifeplan NextGen - MLC Horizon 6 Share managed fund is :

Australian Equities
33.56%
International Equities
51.39%
Cash
5.09%
Property & Infrastructure
3.81%
Fixed Interest
0.21%
Alternatives
5.94%

The Responsible Entity for the Lifeplan NextGen - MLC Horizon 6 Share managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan NextGen - MLC Horizon 6 Share managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 May 2015, the size of the Lifeplan NextGen - MLC Horizon 6 Share managed fund was $ million.

The Lifeplan NextGen - MLC Horizon 6 Share managed fund has an inception date of 24 Jul 2008.

The current entry price of the Lifeplan NextGen - MLC Horizon 6 Share managed fund is $1.0247 per unit and the current exit price is $1.0247 per unit (as at 30 Apr 2012).

The current exit price of the Lifeplan NextGen - MLC Horizon 6 Share managed fund is $1.0247 per unit and the current entry price is $1.0247 per unit (as at 30 Apr 2012).

The minimum initial investment amount for the Lifeplan NextGen - MLC Horizon 6 Share managed fund is $1,000. Minimum additional investment is $0.

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.