OA - MoneyForLife Index Balanced - Managed Fund
Fund Objective
The fund aims to provide medium to long term capital growth, with a bias towards investing in growth assets.Fund Strategy
The fund aims to provide medium to long term capital growth, with a bias towards investing in growth assets.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 1.21% | 2.23% | 3.45% | 7.87% | 9.13% | 10.19% | 5.94% | 7.09% |
| Growth return | 1.28% | 2.46% | 3.9% | 8.5% | 9.45% | 10.4% | 6.07% | 7.16% |
| Income return | -0.07% | -0.23% | -0.45% | -0.63% | -0.32% | -0.21% | -0.13% | -0.07% |
|
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
|
||||||||
| Total return | 0.31% | 1.32% | 2.47% | 5.7% | 7.63% | 8.79% | 4.63% | 6.18% |
Asset Allocation
OA - MoneyForLife Index Balanced
- Australian Equities
- 29.64%
- International Equities
- 30.12%
- Cash
- 8.36%
- Fixed Interest
- 31.87%
- Property & Infrastructure
- 0%
- Alternatives
- 0%
Average Allocation of Peers
- Australian Equities
- 17.23%
- International Equities
- 28.09%
- Cash
- 7.12%
- Fixed Interest
- 35.78%
- Property & Infrastructure
- 3.66%
- Alternatives
- 8.12%
General Information
Fund Details
| Type | Description |
| OA - MoneyForLife Index Balanced | |
| MMF1654AU | |
| Multisector Balanced | |
 (as at 31 Aug 2026) |
|
| Allocated Pension | |
| 15 Nov 2010 | |
| $13.66 million (as at 31 Aug 2026) | |
| $3.04276 (as at 17 Sep 2026) | |
| $3.04154 (as at 17 Sep 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 0.85% (as at 5 Dec 2025) |
| Indirect Cost Ratio (ICR) | 0.88% (as at 30 Jun 2025) |
| Minimum initial investment | |
| Minimum additional investments | |
| Minimum redemption amount |
Your guide to next steps
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FAQs about the OA - MoneyForLife Index Balanced
What is the objective of the OA - MoneyForLife Index Balanced managed fund?
The objective of the OA - MoneyForLife Index Balanced managed fund is The fund aims to provide medium to long term capital growth, with a bias towards investing in growth assets.
What is the strategy for the OA - MoneyForLife Index Balanced managed fund?
The strategy of the OA - MoneyForLife Index Balanced managed fund is The fund aims to provide medium to long term capital growth, with a bias towards investing in growth assets.
What is the APIR code of the OA - MoneyForLife Index Balanced managed fund?
The APIR code of the OA - MoneyForLife Index Balanced managed fund is MMF1654AU.
What was OA - MoneyForLife Index Balanced’s total return last month?
OA - MoneyForLife Index Balanced’s total return last month was 1.21%. This was made up of a growth return of 1.28% and an income return of -0.07%. These returns were calculated as at 31 Aug 2026.
What was OA - MoneyForLife Index Balanced’s total return for the last three months?
OA - MoneyForLife Index Balanced’s total return for the last three months was 2.23%. This was made up of a growth return of 2.46% and an income return of -0.23%%. These returns were calculated as at 31 Aug 2026.
What is OA - MoneyForLife Index Balanced’s one-year total return?
OA - MoneyForLife Index Balanced’s one-year total return is 7.87%. This was made up of a growth return of 8.5% and an income return of -0.63%. These returns were calculated as at 31 Aug 2026.
What is OA - MoneyForLife Index Balanced’s three-year total return?
OA - MoneyForLife Index Balanced’s one-year total return is 10.19%. This was made up of a growth return of 10.4% and an income return of -0.21%. These returns were calculated as at 31 Aug 2026.
What is the asset allocation of the OA - MoneyForLife Index Balanced managed fund?
The asset allocation of the OA - MoneyForLife Index Balanced managed fund is :
- Australian Equities
- 29.64%
- International Equities
- 30.12%
- Cash
- 8.36%
- Fixed Interest
- 31.87%
- Property & Infrastructure
- 0%
- Alternatives
- 0%
What sector/asset class does the OA - MoneyForLife Index Balanced managed fund belong to?
The OA - MoneyForLife Index Balanced managed fund belongs to the Multisector Balanced sector/asset class.
What is the size of the OA - MoneyForLife Index Balanced managed fund?
As at 31 Aug 2026, the size of the OA - MoneyForLife Index Balanced managed fund was $13.66 million.
What is the inception date of the OA - MoneyForLife Index Balanced managed fund?
The OA - MoneyForLife Index Balanced managed fund has an inception date of 15 Nov 2010.
What is the current entry price of the OA - MoneyForLife Index Balanced managed fund?
The current entry price of the OA - MoneyForLife Index Balanced managed fund is $3.04276 per unit and the current exit price is $3.04154 per unit (as at 17 Sep 2026).
What is the current exit price of the OA - MoneyForLife Index Balanced managed fund?
The current exit price of the OA - MoneyForLife Index Balanced managed fund is $3.04154 per unit and the current entry price is $3.04276 per unit (as at 17 Sep 2026).
What is the minimum investment amount for the OA - MoneyForLife Index Balanced managed fund?
The minimum initial investment amount for the OA - MoneyForLife Index Balanced 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.
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