InvestSMART

OA - MoneyForLife IndexConservative - Managed Fund

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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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.
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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 0.72% 2.28% 6.3% 8.84% 10.62% 7.83% 5.28% 4.79%
Growth return 0.72% 2.28% 6.3% 8.84% 10.62% 7.83% 5.28% 4.79%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.85% 2.4% 5.58% 8.64% 10.65% 7.52% 4.17% 4.51%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
OA - MoneyForLife IndexConservative
OnePath Custodians Pty Limited
MMF1655AU
Multisector Moderate
starstarstarstar (as at 31 Oct 2025)
Allocated Pension
15 Nov 2010
$4.59 million (as at 31 Oct 2025)
$2.1606 (as at 20 Nov 2025)
$2.15974 (as at 20 Nov 2025)
Open
Offer information
Type Description
MER 0.76% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 0.76% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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FAQs about the OA - MoneyForLife IndexConservative

The objective of the OA - MoneyForLife IndexConservative managed fund is

The strategy of the OA - MoneyForLife IndexConservative 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 IndexConservative managed fund is MMF1655AU.

OA - MoneyForLife IndexConservative’s total return last month was 0.72%. This was made up of a growth return of 0.72% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

OA - MoneyForLife IndexConservative’s total return for the last three months was 2.28%. This was made up of a growth return of 2.28% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

OA - MoneyForLife IndexConservative’s one-year total return is 8.84%. This was made up of a growth return of 8.84% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

OA - MoneyForLife IndexConservative’s one-year total return is 7.83%. This was made up of a growth return of 7.83% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

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

Australian Equities
19.95%
International Equities
14.94%
Cash
18.82%
Fixed Interest
46.28%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the OA - MoneyForLife IndexConservative managed fund is OnePath Custodians Pty Limited.

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

As at 31 Oct 2025, the size of the OA - MoneyForLife IndexConservative managed fund was $4.59 million.

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

The current entry price of the OA - MoneyForLife IndexConservative managed fund is $2.1606 per unit and the current exit price is $2.15974 per unit (as at 20 Nov 2025).

The current exit price of the OA - MoneyForLife IndexConservative managed fund is $2.15974 per unit and the current entry price is $2.1606 per unit (as at 20 Nov 2025).

The minimum initial investment amount for the OA - MoneyForLife IndexConservative 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.