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  5. Lifeplan Tax Minimiser - Investment Bond Growth - Managed fund profile

Lifeplan Tax Minimiser - Investment Bond Growth - Managed Fund

Fund Objective
Aims to provide growth over the medium to long term from a diversified portfolio investing primarily in growth assets.
Fund Strategy
The fund invests in a diverse mix of Australian shares, global shares and property securities. The broad asset allocation is to be 70% invested in growth assets and 30% in defensive assets.

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 0.76% 3.41% 3.33% 6.75% 6.68% 6.54% 5.83% 4.66%
Growth return 0.76% 3.41% 3.33% 6.75% 6.68% 6.54% 5.83% 4.66%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Growth
Australian Equities
38%
International Equities
24%
Cash
11%
Property & Infrastructure
5%
Fixed Interest
22%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.25%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.40%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Growth
Lifeplan Australia Friendly Society Ltd
LIF0103AU
Multisector Growth
starstarstar (as at 30 Jun 2025)
Investment Fund
1 Oct 2000
$14.7 million (as at 31 Aug 2025)
$2.646 (as at 29 Aug 2025)
$2.646 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1.50% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.50% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Lifeplan Tax Minimiser - Investment Bond Growth

The objective of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund is Aims to provide growth over the medium to long term from a diversified portfolio investing primarily in growth assets.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund is The fund invests in a diverse mix of Australian shares, global shares and property securities. The broad asset allocation is to be 70% invested in growth assets and 30% in defensive assets.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund is LIF0103AU.

Lifeplan Tax Minimiser - Investment Bond Growth’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Lifeplan Tax Minimiser - Investment Bond Growth’s total return for the last three months was 3.41%. This was made up of a growth return of 3.41% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Lifeplan Tax Minimiser - Investment Bond Growth’s one-year total return is 6.75%. This was made up of a growth return of 6.75% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Lifeplan Tax Minimiser - Investment Bond Growth’s one-year total return is 6.54%. This was made up of a growth return of 6.54% 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 Growth managed fund is :

Australian Equities
38%
International Equities
24%
Cash
11%
Property & Infrastructure
5%
Fixed Interest
22%
Alternatives
0%

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

The Lifeplan Tax Minimiser - Investment Bond Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund was $14.7 million.

The Lifeplan Tax Minimiser - Investment Bond Growth managed fund has an inception date of 1 Oct 2000.

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund is $2.646 per unit and the current exit price is $2.646 per unit (as at 29 Aug 2025).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Growth managed fund is $2.646 per unit and the current entry price is $2.646 per unit (as at 29 Aug 2025).

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