Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0.3% | 0.86% | 0.94% | 2.94% | 3.2% | 3.22% | 1.49% | 1.97% |
Growth return | 0.3% | 0.86% | 0.94% | 2.94% | 3.2% | 3.22% | 1.49% | 1.97% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
|
||||||||
Total return | 0.33% | 1.05% | 3.11% | 4.31% | 4.73% | 3.74% | -0.03% | 2.14% |
Type | Description |
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield | |
Lifeplan Australia Friendly Society Ltd | |
LIF0023AU | |
Unconstrained Fixed Income | |
![]() ![]() ![]() ![]() |
|
Investment Fund | |
14 Aug 2007 | |
$0.03 million (as at 31 Jul 2025) | |
$1.4214 (as at 29 Aug 2025) | |
$1.4214 (as at 29 Aug 2025) | |
Closed |
Type | Description |
Standard entry fee | 4% |
MER | 1.55% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 1.55% (as at 30 Jun 2012) |
Minimum initial investment | $1,000.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Aust 5yr Bond Fut Dec24 | Bond - Treasury Future | 16.85% |
Login now to view the complete list of holdings. |
The objective of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is
The strategy of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is
The APIR code of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is LIF0023AU.
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s total return last month was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s total return for the last three months was 0.86%. This was made up of a growth return of 0.86% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s one-year total return is 2.94%. This was made up of a growth return of 2.94% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Lifeplan Tax Minimiser - Investment Bond Enhanced Yield’s one-year total return is 3.22%. This was made up of a growth return of 3.22% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is :
The Responsible Entity for the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is Lifeplan Australia Friendly Society Ltd.
The Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund belongs to the Unconstrained Fixed Income sector/asset class.
As at 31 Jul 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund was $0.03 million.
The Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund has an inception date of 14 Aug 2007.
The current entry price of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is $1.4214 per unit and the current exit price is $1.4214 per unit (as at 29 Aug 2025).
The current exit price of the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield managed fund is $1.4214 per unit and the current entry price is $1.4214 per unit (as at 29 Aug 2025).
The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Enhanced Yield 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.