Fund Details
On 30 June 2010 the Australian Unity Investment Bond was closed to new investors. Existing investors can continue to make additional contributions.
If you are interested in a simple, easy and tax effective way to save and invest, please consider Lifeplan NextGen Investments (NextGen), available from Lifeplan Australia Friendly Society (Lifeplan).
Lifeplan NextGen Investments provides access to investment options managed by professional fund managers so you can invest across asset classes and investment styles.
Lifeplan is one of the largest managers of investment, education and funeral bonds in Australia and is part of Australian Unity Investments.
Fund
| Inception Date | Fund Size at 31-May-2013 | Distribution Frequency | Minimum Initial Investment |
| 01-Jan-80 | $26.65m | n/a | $1,000.00 |
Unit Prices
| Effective Date |
Entry Price |
Exit Price |
|
19-Jun-13 |
$2.3395 |
$2.3395 |
|
Performance
| As At |
3 mths % |
6 mths % |
1 yr % p.a |
2 yrs % p.a |
3 yrs % p.a |
5 yrs % p.a |
|
31-May-13 |
2.00 |
7.98 |
12.18 |
5.88 |
3.89 |
1.30 |
|
Important Information
This product is issued by Australian Unity Investment Bonds Limited ABN 83 087 649 072, AFS Licence No 234456. Information provided here is indicative and general only. Any prices or values shown for this product should not be assumed to be applicable to the date that you are viewing this page, and may also not reflect the actual effect of fees or expenses.
