Lifeplan TaxSmart - Growth Option - 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 broad asset allocation is 70% invested in growth assets and 30% in defensive assets. Lifeplan currently invests the portfolio into funds managed by Vangard Investments Australia Ltd. ABN 72 072 881 086. The option does not hedge the currency risk arising from the allocation to global shares and aims to be fully hedged against the currency risk arising from the allocation to global fixed interest and global property investments.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.56%	-0.15%	2.79%	2.33%	8.01%	6.19%	4.97%	4.35%
Growth return	-0.42%	0%	2.94%	2.48%	8.09%	6.24%	5%	4.37%
Income return	-0.14%	-0.15%	-0.15%	-0.15%	-0.08%	-0.05%	-0.03%	-0.02%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.46%	4.16%	11.05%	13.41%	17.1%	12.49%	9.66%	8.09%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	Lifeplan TaxSmart - Growth Option
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0019AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 30 Jun 2025)
Legal Structure	Investment Fund
Fund Inception	8 Dec 2006
Fund Size	$0.24 million (as at 31 Oct 2025)
Entry Price	$1.8208 (as at 7 Nov 2025)
Exit Price	$1.8208 (as at 7 Nov 2025)
Fund Status	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

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FAQs about the Lifeplan TaxSmart - Growth Option

What is the objective of the Lifeplan TaxSmart - Growth Option managed fund?

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

What is the strategy for the Lifeplan TaxSmart - Growth Option managed fund?

The strategy of the Lifeplan TaxSmart - Growth Option managed fund is The broad asset allocation is 70% invested in growth assets and 30% in defensive assets. Lifeplan currently invests the portfolio into funds managed by Vangard Investments Australia Ltd. ABN 72 072 881 086. The option does not hedge the currency risk arising from the allocation to global shares and aims to be fully hedged against the currency risk arising from the allocation to global fixed interest and global property investments.

What is the APIR code of the Lifeplan TaxSmart - Growth Option managed fund?

The APIR code of the Lifeplan TaxSmart - Growth Option managed fund is LIF0019AU.

What was Lifeplan TaxSmart - Growth Option’s total return last month?

Lifeplan TaxSmart - Growth Option’s total return last month was -0.56%. This was made up of a growth return of -0.42% and an income return of -0.14%. These returns were calculated as at 31 Oct 2025.

What was Lifeplan TaxSmart - Growth Option’s total return for the last three months?

Lifeplan TaxSmart - Growth Option’s total return for the last three months was -0.15%. This was made up of a growth return of 0% and an income return of -0.15%%. These returns were calculated as at 31 Oct 2025.

What is Lifeplan TaxSmart - Growth Option’s one-year total return?

Lifeplan TaxSmart - Growth Option’s one-year total return is 2.33%. This was made up of a growth return of 2.48% and an income return of -0.15%. These returns were calculated as at 31 Oct 2025.

What is Lifeplan TaxSmart - Growth Option’s three-year total return?

Lifeplan TaxSmart - Growth Option’s one-year total return is 6.19%. This was made up of a growth return of 6.24% and an income return of -0.05%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Lifeplan TaxSmart - Growth Option managed fund?

The asset allocation of the Lifeplan TaxSmart - Growth Option managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Lifeplan TaxSmart - Growth Option managed fund?

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

What sector/asset class does the Lifeplan TaxSmart - Growth Option managed fund belong to?

The Lifeplan TaxSmart - Growth Option managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Lifeplan TaxSmart - Growth Option managed fund?

As at 31 Oct 2025, the size of the Lifeplan TaxSmart - Growth Option managed fund was $0.24 million.

What is the inception date of the Lifeplan TaxSmart - Growth Option managed fund?

The Lifeplan TaxSmart - Growth Option managed fund has an inception date of 8 Dec 2006.

What is the current entry price of the Lifeplan TaxSmart - Growth Option managed fund?

The current entry price of the Lifeplan TaxSmart - Growth Option managed fund is $1.8208 per unit and the current exit price is $1.8208 per unit (as at 7 Nov 2025).

What is the current exit price of the Lifeplan TaxSmart - Growth Option managed fund?

The current exit price of the Lifeplan TaxSmart - Growth Option managed fund is $1.8208 per unit and the current entry price is $1.8208 per unit (as at 7 Nov 2025).

What is the minimum investment amount for the Lifeplan TaxSmart - Growth Option managed fund?

The minimum initial investment amount for the Lifeplan TaxSmart - Growth Option 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.

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