InvestSMART

OA Money For Life Index Moderate - Managed Fund

Fund Strategy
The fund aims to provide moderate levels of capital growth over the medium term, by investing in a balance of growth and 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 0.7% 3.36% 9.15% 8.71% 11.7% 10.76% 6.92% 6.36%
Growth return 0.7% -% 9.15% 8.71% 11.7% 10.76% 6.92% 6.36%
Income return 0% -% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.67% 3.34% 8.26% 9.04% 12.12% 10.82% 6.61% 6.51%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OA Money For Life Index Moderate
Australian Equities
23.14%
International Equities
24.35%
Cash
20.69%
Fixed Interest
31.82%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.34%
International Equities
28.53%
Cash
7.62%
Fixed Interest
36.15%
Property & Infrastructure
3.80%
Alternatives
7.56%

General Information

Fund Details
Type Description
OA Money For Life Index Moderate
OnePath Custodians Pty Limited
MMF1656AU
Multisector Balanced
starstarstar (as at 30 Sep 2025)
Allocated Pension
15 Nov 2010
$2.89 million (as at 30 Sep 2025)
$2.6431 (as at 23 Oct 2025)
$2.64204 (as at 23 Oct 2025)
Open
Offer information
Type Description
MER 0.81% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 0.81% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the OA Money For Life Index Moderate

The objective of the OA Money For Life Index Moderate managed fund is

The strategy of the OA Money For Life Index Moderate managed fund is The fund aims to provide moderate levels of capital growth over the medium term, by investing in a balance of growth and defensive assets.

The APIR code of the OA Money For Life Index Moderate managed fund is MMF1656AU.

OA Money For Life Index Moderate’s total return last month was 0.7%. This was made up of a growth return of 0.7% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

OA Money For Life Index Moderate’s total return for the last three months was 3.36%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

OA Money For Life Index Moderate’s one-year total return is 8.71%. This was made up of a growth return of 8.71% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

OA Money For Life Index Moderate’s one-year total return is 10.76%. This was made up of a growth return of 10.76% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the OA Money For Life Index Moderate managed fund is :

Australian Equities
23.14%
International Equities
24.35%
Cash
20.69%
Fixed Interest
31.82%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the OA Money For Life Index Moderate managed fund is OnePath Custodians Pty Limited.

The OA Money For Life Index Moderate managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2025, the size of the OA Money For Life Index Moderate managed fund was $2.89 million.

The OA Money For Life Index Moderate managed fund has an inception date of 15 Nov 2010.

The current entry price of the OA Money For Life Index Moderate managed fund is $2.6431 per unit and the current exit price is $2.64204 per unit (as at 23 Oct 2025).

The current exit price of the OA Money For Life Index Moderate managed fund is $2.64204 per unit and the current entry price is $2.6431 per unit (as at 23 Oct 2025).

The minimum initial investment amount for the OA Money For Life Index Moderate managed fund is $0. Minimum additional investment is $0.

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.