Australian Unity has expanded its Lifeplan Investment Bond to meet strong adviser demand.
Today, the Lifeplan Investment Bond menu has been substantially expanded with 39 new investment options. It is now the largest investment bond menu available to advisers with 74 investment options spanning all of the major asset classes.
Australian Unity’s Executive General Manager - Life and Super, Adnan Glinac, said adviser and market insights provided the business with the prime opportunity to build the investment bond’s menu.
“Our new, revitalised investment bond menu provides more choice and diversification via a range of fund managers, asset classes and risk profiles,” he said.
Mr Glinac said the new investment bond menu also has an increased number of ethical, index and growth investment options.
“Our focus is to offer a broad and well diversified investment menu that supports advisers in providing holistic advice to their clients”, he said.
“These improvements showcase our continued promise to put advisers at the centre of everything we do and remain recognised as Australia’s leading provider of investment bonds.
The Lifeplan Investment Bond has a Highly Recommended rating from Zenith Investment Partners.
Australian Unity’s investment bonds business has $2.2 billion in funds under management (as at 30 June 2018).
The new Lifeplan Investment Bond PDS is available on the Australian Unity Wealth website www.australianunity.com.au/wealth
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About Australian Unity
Australian Unity is a national health, wealth and living mutual company providing services to almost one million Australians, including more than 280,000 members. Australian Unity’s history as a trusted mutual organisation dates back to 1840. It has grown organically—by continually evolving to provide the services and products needed by the communities it serves—as well as through successful strategic mergers and diversification in to new business activities.
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.