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 |