Investment Options and underlying fund PDSs 

The Lifeplan Investment Bond provides access to 69 investment options managed by 28 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 69 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
Colonial First State FirstRate Wholesale Saver
Colonial First State Wholesale Institutional Cash
Dimensional Australian Core Equity Trust
Dimensional Global Core Equity Trust
Fidelity Australian Equities Fund
Firetrail Australian High Conviction Fund – Class A
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 Enhanced Cash Fund
Pendal Focus Australian Share Fund
Pendal Monthly Income Plus 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
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® 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