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  5. Lifeplan Tax Minimiser - Investment Bond Global Share - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond Global Share - Managed Fund

Fund Objective
To achieve long-term capital appreciation by investing in companies that contribute to; and benefit from; sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark does not limit or constrain portfolio construction.
Fund Strategy
The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

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 2.03% 4.9% 0.5% 7.4% 9.33% 10.41% 8.45% 6.81%
Growth return -2.05% 1.49% -0.2% 6.89% 8.26% 10.44% 8.16% 6.86%
Income return 4.08% 3.41% 0.7% 0.51% 1.07% -0.03% 0.29% -0.05%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Jul 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Global Share
International Equities
98.41%
Cash
1.59%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.75%
Cash
1.75%
Australian Equities
1.20%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Global Share
Lifeplan Australia Friendly Society Ltd
LIF0004AU
Equity World Large Growth
starstarstar (as at 30 Jun 2025)
Investment Fund
28 Jan 2003
$2.76 million (as at 31 Jul 2025)
$2.7293 (as at 29 Aug 2025)
$2.7293 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 2.05% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.05% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Mahindra & Mahindra Ltd Equity 6.57%
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FAQs about the Lifeplan Tax Minimiser - Investment Bond Global Share

The objective of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is To achieve long-term capital appreciation by investing in companies that contribute to; and benefit from; sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark does not limit or constrain portfolio construction.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is LIF0004AU.

Lifeplan Tax Minimiser - Investment Bond Global Share’s total return last month was 2.03%. This was made up of a growth return of -2.05% and an income return of 4.08%. These returns were calculated as at 31 Jul 2025.

Lifeplan Tax Minimiser - Investment Bond Global Share’s total return for the last three months was 4.9%. This was made up of a growth return of 1.49% and an income return of 3.41%%. These returns were calculated as at 31 Jul 2025.

Lifeplan Tax Minimiser - Investment Bond Global Share’s one-year total return is 7.4%. This was made up of a growth return of 6.89% and an income return of 0.51%. These returns were calculated as at 31 Jul 2025.

Lifeplan Tax Minimiser - Investment Bond Global Share’s one-year total return is 10.41%. This was made up of a growth return of 10.44% and an income return of -0.03%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is :

International Equities
98.41%
Cash
1.59%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Tax Minimiser - Investment Bond Global Share managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Jul 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund was $2.76 million.

The Lifeplan Tax Minimiser - Investment Bond Global Share managed fund has an inception date of 28 Jan 2003.

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is $2.7293 per unit and the current exit price is $2.7293 per unit (as at 29 Aug 2025).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Global Share managed fund is $2.7293 per unit and the current entry price is $2.7293 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Lifeplan Tax Minimiser - Investment Bond Global Share 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.