InvestSMART

Lifeplan Personal Super - Capital Secure - Managed Fund (Closed)

Fund Objective
The manager aims for a high level of security with stability of returns.
Fund Strategy
The fund is normally invested in money market and fixed interest securities to 80% of the portfolio with Australian equities forming 5%, international equities 5%, and Australian property 10%. Investment Manager for the portfolio is ANZ Managed Investments Limited.

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 7.11% 9.96% 15.43% 15.83% 18.11% 8.82% 8.63% -%
Growth return 7.11% 9.96% 15.43% 15.83% 18.11% 8.82% 8.63% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.85% 2.4% 5.58% 8.64% 10.65% 7.52% 4.17% 4.51%
As at 31 Jan 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
5.93%
Australian Equities
10.81%
International Equities
15.05%
Cash
14.05%
Property & Infrastructure
3.68%
Fixed Interest
50.47%

General Information

Fund Details
Type Description
Lifeplan Personal Super - Capital Secure
Closed
Lifeplan Australia Friendly Society Ltd
LIF0401AU
Multisector Moderate
Not Rated
Superannuation Fund
6 Feb 1991
$0.22 million (as at 31 Jan 1997)
$1.7328 (as at 21 Feb 1997)
$1.7328 (as at 21 Feb 1997)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Lifeplan Personal Super - Capital Secure

The objective of the Lifeplan Personal Super - Capital Secure managed fund is The manager aims for a high level of security with stability of returns.

The strategy of the Lifeplan Personal Super - Capital Secure managed fund is The fund is normally invested in money market and fixed interest securities to 80% of the portfolio with Australian equities forming 5%, international equities 5%, and Australian property 10%. Investment Manager for the portfolio is ANZ Managed Investments Limited.

The APIR code of the Lifeplan Personal Super - Capital Secure managed fund is LIF0401AU.

Lifeplan Personal Super - Capital Secure’s total return last month was 7.11%. This was made up of a growth return of 7.11% and an income return of 0%. These returns were calculated as at 31 Jan 1997.

Lifeplan Personal Super - Capital Secure’s total return for the last three months was 9.96%. This was made up of a growth return of 9.96% and an income return of 0%%. These returns were calculated as at 31 Jan 1997.

Lifeplan Personal Super - Capital Secure’s one-year total return is 15.83%. This was made up of a growth return of 15.83% and an income return of 0%. These returns were calculated as at 31 Jan 1997.

Lifeplan Personal Super - Capital Secure’s one-year total return is 8.82%. This was made up of a growth return of 8.82% and an income return of 0%. These returns were calculated as at 31 Jan 1997.

The asset allocation of the Lifeplan Personal Super - Capital Secure managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Lifeplan Personal Super - Capital Secure managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Personal Super - Capital Secure managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 1997, the size of the Lifeplan Personal Super - Capital Secure managed fund was $0.22 million.

The Lifeplan Personal Super - Capital Secure managed fund has an inception date of 6 Feb 1991.

The current entry price of the Lifeplan Personal Super - Capital Secure managed fund is $1.7328 per unit and the current exit price is $1.7328 per unit (as at 21 Feb 1997).

The current exit price of the Lifeplan Personal Super - Capital Secure managed fund is $1.7328 per unit and the current entry price is $1.7328 per unit (as at 21 Feb 1997).

The minimum initial investment amount for the Lifeplan Personal Super - Capital Secure managed fund is $1,000.

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.