InvestSMART

Lifeplan Tax Minimiser - Investment Bond Property - Managed Fund

Fund Objective
Aims to provide growth over the medium to long term from a portfolio investing in a broad selection of property related investments.
Fund Strategy
The fund invests into the Colonial First State Wholesale Property Securities option. This option predominantly invests in Australian listed property investments and therefore does not hedge currency risk.

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 -2.8% 2.16% 12.48% 0.6% 14.53% 12.75% 7.35% 5.28%
Growth return -2.8% 2.16% 12.48% 0.6% 14.53% 12.75% 7.35% 5.28%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Tax Minimiser - Investment Bond Property
Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Property & Infrastructure
93.25%
Australian Equities
4.24%
International Equities
0.23%
Cash
2.27%
Fixed Interest
0.01%
Alternatives
0%

General Information

Fund Details
Type Description
Lifeplan Tax Minimiser - Investment Bond Property
Lifeplan Australia Friendly Society Ltd
LIF0001AU
Equity Australia Real Estate
starstarstar (as at 30 Jun 2025)
Investment Fund
28 Jan 2003
$3.31 million (as at 31 Aug 2025)
$2.1203 (as at 30 Sep 2025)
$2.1203 (as at 30 Sep 2025)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1.65% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.65% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Lifeplan Tax Minimiser - Investment Bond Property

The objective of the Lifeplan Tax Minimiser - Investment Bond Property managed fund is Aims to provide growth over the medium to long term from a portfolio investing in a broad selection of property related investments.

The strategy of the Lifeplan Tax Minimiser - Investment Bond Property managed fund is The fund invests into the Colonial First State Wholesale Property Securities option. This option predominantly invests in Australian listed property investments and therefore does not hedge currency risk.

The APIR code of the Lifeplan Tax Minimiser - Investment Bond Property managed fund is LIF0001AU.

Lifeplan Tax Minimiser - Investment Bond Property’s total return last month was -2.8%. This was made up of a growth return of -2.8% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Lifeplan Tax Minimiser - Investment Bond Property’s total return for the last three months was 2.16%. This was made up of a growth return of 2.16% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Lifeplan Tax Minimiser - Investment Bond Property’s one-year total return is 0.6%. This was made up of a growth return of 0.6% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Lifeplan Tax Minimiser - Investment Bond Property’s one-year total return is 12.75%. This was made up of a growth return of 12.75% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

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

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

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

The Lifeplan Tax Minimiser - Investment Bond Property managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Aug 2025, the size of the Lifeplan Tax Minimiser - Investment Bond Property managed fund was $3.31 million.

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

The current entry price of the Lifeplan Tax Minimiser - Investment Bond Property managed fund is $2.1203 per unit and the current exit price is $2.1203 per unit (as at 30 Sep 2025).

The current exit price of the Lifeplan Tax Minimiser - Investment Bond Property managed fund is $2.1203 per unit and the current entry price is $2.1203 per unit (as at 30 Sep 2025).

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