Investment Options and underlying fund PDSs 

The Lifeplan Investment Bond provides access to 74 investment options managed by 24 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 74 investment options.

Investment option Underlying Portfolio
Altius Bond Fund
Altrinsic Global Equities Trust
AMP Capital Global Property Securities
AMP Capital Multi-Asset A
Antares Elite Opportunities Fund
APN AREIT fund
Australian Ethical Diversified Shares Fund
Australian Unity Property Income
Australian Unity Wholesale Deposits
Bennelong ex-20 Australian Equities Fund
Colonial First State FirstChoice Australian Share
Colonial First State FirstChoice Conservative
Colonial First State FirstChoice Global Share
Colonial First State FirstChoice Growth
Colonial First State FirstChoice Moderate
Colonial First State FirstChoice Property Securities
Colonial First State FirstChoice Wholesale Emerging Markets
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
Investors Mutual Australian Share Fund
Ironbark Karara Australian Small Companies Fund
Kapstream Absolute Return Income Fund
Lifeplan Capital Guaranteed
Lifeplan Managed Investment
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 Conservative Growth Portfolio
MLC Wholesale Index Plus Growth Portfolio
Pendal Active Balanced Fund
Pendal Enhanced Cash Fund
Pendal Fixed Interest Fund
Pendal Focus Australian Share Fund
Pendal Monthly Income Plus Fund
Perpetual Balanced Growth
Perpetual Conservative Growth
Perpetual Industrial Share
Perpetual Wholesale Australian Share Fund
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
T.Rowe Price Dynamic Global Bond Fund
T.Rowe Price Global Equity Fund
Talaria 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® 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