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Lifeplan NextGen Investments - MLC Horizon 4 Balanced

LIF0073:AU
1.5623
AUD
0.0073
0.47%
As of 12:59 AM EDT 6/21/2017
Fund Type
Unit Trust
52Wk Range
1.4547 - 1.5791
1 Yr Return
6.85%
YTD Return
2.66%
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Previous Close
1.5696
52Wk Range
1.4547 - 1.5791
1 Yr Return
8.13%
YTD Return
2.66%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 06/21/2017)
1.5623
Total Assets (m AUD) (on 05/31/2017)
1.657
Inception Date
06/10/2009
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
2.00%
Expense Ratio
2.00%
Profile
Lifeplan NextGen Investments - MLC Horizon 4 Balanced is a unit trust incorporated in Australia. The Fund's objective is to provide a return higher than its benchmark (before fees) over 4 year periods. The Fund aims to achieve this by actively managing the portfolio including reducing risk in the investment option if market risk is high.
Address
Lifeplan Funds Management Ltd
GPO Box 89
Adelaide SA 5001
Australia
Phone
Tel: 61-8-8236-4700