InvestSMART

Lifeplan TaxSmart - Australian Shares - Managed Fund

Fund Objective
Aims to provide growth over the long term from a diversified portfolio of Australian shares.
Fund Strategy
The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies 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 0.57% 4.46% 10.97% 6.98% 9.9% 9.33% 6.76% 6.01%
Growth return 0.57% 4.46% 10.97% 6.98% 9.9% 9.33% 6.76% 6.01%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan TaxSmart - Australian Shares
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
94.97%
International Equities
4.72%
Cash
-0.54%
Property & Infrastructure
1.39%
Fixed Interest
-0.49%
Alternatives
-0.06%

General Information

Fund Details
Type Description
Lifeplan TaxSmart - Australian Shares
Lifeplan Australia Friendly Society Ltd
LIF0022AU
Equity Australia Other
Not Rated
Investment Fund
8 Dec 2006
$0.85 million (as at 30 Sep 2025)
$2.2427 (as at 17 Oct 2025)
$2.2427 (as at 17 Oct 2025)
Closed
Offer information
Type Description
MER 1.33% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.33% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Lifeplan TaxSmart - Australian Shares

The objective of the Lifeplan TaxSmart - Australian Shares managed fund is Aims to provide growth over the long term from a diversified portfolio of Australian shares.

The strategy of the Lifeplan TaxSmart - Australian Shares managed fund is The broad asset allocation is invested 100% in Australian shares. Life plan currently invests the option into funds managed by Vanguard Investments Australian Ltd. ABN 72 072 881 086. OR Life plan currently invests the option into funds managed by Investors Mutual Ltd ABN 04 078 030 752. The option predominately invests in Australian companies and therefore does not hedge currency risk.

The APIR code of the Lifeplan TaxSmart - Australian Shares managed fund is LIF0022AU.

Lifeplan TaxSmart - Australian Shares’s total return last month was 0.57%. This was made up of a growth return of 0.57% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Lifeplan TaxSmart - Australian Shares’s total return for the last three months was 4.46%. This was made up of a growth return of 4.46% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Lifeplan TaxSmart - Australian Shares’s one-year total return is 6.98%. This was made up of a growth return of 6.98% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Lifeplan TaxSmart - Australian Shares’s one-year total return is 9.33%. This was made up of a growth return of 9.33% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Lifeplan TaxSmart - Australian Shares managed fund is :

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

The Responsible Entity for the Lifeplan TaxSmart - Australian Shares managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan TaxSmart - Australian Shares managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Sep 2025, the size of the Lifeplan TaxSmart - Australian Shares managed fund was $0.85 million.

The Lifeplan TaxSmart - Australian Shares managed fund has an inception date of 8 Dec 2006.

The current entry price of the Lifeplan TaxSmart - Australian Shares managed fund is $2.2427 per unit and the current exit price is $2.2427 per unit (as at 17 Oct 2025).

The current exit price of the Lifeplan TaxSmart - Australian Shares managed fund is $2.2427 per unit and the current entry price is $2.2427 per unit (as at 17 Oct 2025).

The minimum initial investment amount for the Lifeplan TaxSmart - Australian Shares 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.