InvestSMART

OA - MoneyForLife Index Conservative - Managed Fund

Fund Objective
The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.
Fund Strategy
The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in 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 -0.22% 0.18% 2.02% 6.2% 6.5% 3.9% 3.6% 3.57%
Growth return 1.3% 24.17% 26.77% 32.19% 17.69% 12.12% 8.87% 5.88%
Income return -1.52% -23.99% -24.75% -25.99% -11.19% -8.22% -5.27% -2.31%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -2.66% -1.21% -0.98% 4.89% 4.63% 5.48% 3.15% 4.26%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OA - MoneyForLife Index Conservative
Australian Equities
19.78%
International Equities
14.85%
Cash
19.61%
Fixed Interest
45.76%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.49%
International Equities
15.06%
Cash
12.89%
Fixed Interest
50.81%
Property & Infrastructure
3.57%
Alternatives
6.17%

General Information

Fund Details
Type Description
OA - MoneyForLife Index Conservative
MMF1778AU
Multisector Moderate
starstarstarstarstar (as at 31 Mar 2025)
Superannuation Fund
15 Nov 2010
$4.49 million (as at 28 Feb 2026)
$2.45078 (as at 8 Apr 2026)
$2.45029 (as at 8 Apr 2026)
Open
Offer information
Type Description
MER 0.78% (as at 5 Dec 2025)
Indirect Cost Ratio (ICR) 0.78% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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FAQs about the OA - MoneyForLife Index Conservative

The objective of the OA - MoneyForLife Index Conservative managed fund is The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

The strategy of the OA - MoneyForLife Index Conservative managed fund is The fund aims to provide stable returns with some capital growth over the medium term, with a strong bias towards investing in defensive assets.

The APIR code of the OA - MoneyForLife Index Conservative managed fund is MMF1778AU.

OA - MoneyForLife Index Conservative’s total return last month was -0.22%. This was made up of a growth return of 1.3% and an income return of -1.52%. These returns were calculated as at 28 Feb 2025.

OA - MoneyForLife Index Conservative’s total return for the last three months was 0.18%. This was made up of a growth return of 24.17% and an income return of -23.99%%. These returns were calculated as at 28 Feb 2025.

OA - MoneyForLife Index Conservative’s one-year total return is 6.2%. This was made up of a growth return of 32.19% and an income return of -25.99%. These returns were calculated as at 28 Feb 2025.

OA - MoneyForLife Index Conservative’s one-year total return is 3.9%. This was made up of a growth return of 12.12% and an income return of -8.22%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the OA - MoneyForLife Index Conservative managed fund is :

Australian Equities
19.78%
International Equities
14.85%
Cash
19.61%
Fixed Interest
45.76%
Property & Infrastructure
0%
Alternatives
0%

The OA - MoneyForLife Index Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 28 Feb 2026, the size of the OA - MoneyForLife Index Conservative managed fund was $4.49 million.

The OA - MoneyForLife Index Conservative managed fund has an inception date of 15 Nov 2010.

The current entry price of the OA - MoneyForLife Index Conservative managed fund is $2.45078 per unit and the current exit price is $2.45029 per unit (as at 8 Apr 2026).

The current exit price of the OA - MoneyForLife Index Conservative managed fund is $2.45029 per unit and the current entry price is $2.45078 per unit (as at 8 Apr 2026).

The minimum initial investment amount for the OA - MoneyForLife Index Conservative 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.