The Lifeplan Investment Bond provides access to 71 investment options managed by 29 quality investment managers, offering exposures to a range of asset classes and sectors.
Each investment option available through the Lifeplan Investment Bond Product Disclosure Statement (PDS) invests into a portfolio(s) managed by appointed investment managers. The Lifeplan Investment Bond PDS and Additional Information Document should be read in full before making a decision to invest.
The table below provides you access to the latest PDSs for each of the 71 investment options.
Investment option | Underlying Portfolio |
Allan Gray Australian Equity Fund – Class A | |
Alphinity Sustainable Share Fund | |
Antipodes Global Fund | |
Ardea Real Outcome Fund | |
Australian Ethical Diversified Shares Fund | |
Australian Unity Property Income | |
Australian Unity Wholesale Deposits | |
Bennelong Concentrated Australian Equities Fund | |
Bennelong ex-20 Australian Equities Fund | |
Colonial First State FirstChoice Conservative | |
Colonial First State FirstChoice Growth | |
Colonial First State FirstChoice Moderate | |
Colonial First State FirstChoice Wholesale Multi-Index Conservative | |
Colonial First State FirstChoice Wholesale Multi-Index Growth | |
Colonial First State FirstChoice Wholesale Multi-Index Moderate | |
Dimensional Australian Core Equity Trust | |
Dimensional Global Core Equity Trust | |
Fidelity Australian Equities Fund | |
Firetrail Australian High Conviction Fund – Class A | |
First Sentier Institutional Cash | |
Hyperion Global Growth Companies Fund | |
Investors Mutual Australian Share Fund | |
Ironbark Karara Australian Small Companies Fund | |
Kapstream Absolute Return Income Fund | |
Lifeplan Capital Guaranteed | |
Macquarie Income Opportunities Fund | |
Magellan Global Fund | |
Magellan Infrastructure Fund | |
MFS Fully Hedged Global Equities Trust | |
MLC Horizon 2 – Income Portfolio | |
MLC Horizon 3 – Conservative Growth | |
MLC Horizon 4 – Balanced | |
MLC Horizon 5 – Growth | |
MLC Wholesale Index Plus Balanced Portfolio | |
MLC Wholesale Index Plus Growth Portfolio | |
P/E Global FX Alpha Fund | |
Pendal Active Balanced Fund | |
Pendal Focus Australian Share Fund | |
Pendal Monthly Income Plus Fund | |
Pendal Short Term Income Securities Fund | |
Perpetual Balanced Growth | |
Perpetual Conservative Growth | |
Perpetual Industrial Share | |
Perpetual Wholesale Ethical SRI Fund | |
PIMCO Australian Bond Fund | |
PIMCO Global Bond Fund | |
Platinum International Fund | |
Platypus Australian Equities | |
Premium Asia Fund | |
Premium Asia Income Fund | |
Pro-D Balanced | |
Pro-D Growth | |
Pro-D High Growth | |
Stewart Investors Worldwide Sustainability Fund – Class A | |
T.Rowe Price Dynamic Global Bond Fund | |
T.Rowe Price Global Equity Fund | |
UBS Diversified Fixed Income Fund | |
Vanguard® Australian Fixed Interest Index Fund | |
Vanguard® Australian Property Securities Index Fund | |
Vanguard® Australian Shares Index Fund | |
Vanguard® Balanced Index Fund | |
Vanguard® Diversified Conservative Index Fund | |
Vanguard® Diversified High Growth Index Fund | |
Vanguard® Ethically Conscious International Share Index Fund | |
Vanguard® Global Infrastructure Index Fund | |
Vanguard® Growth Index Fund | |
Vanguard® International Fixed Interest Index Fund (Hedged) | |
Vanguard® International Property Securities Index Fund (Hedged) | |
Vanguard® International Shares Index Fund | |
Vanguard® International Shares Index Fund (Hedged) AUD | |
Winton Global Alpha Fund |