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Select different search criteria to obtain independent fund ratings, performance data and fee information provided by both Morningstar and Standard & Poor's. Simply download the product disclosure statement, complete the application and send the forms directly to the fund manager.
Fund Type
All Fund Types
Investment Bond
Managed Investment
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Fund Manager
All Fund Managers
Colonial Mutual Life Ass Society Ltd
ING Custodians Pty Limited
ING Life Limited
IOOF Limited
Lifeplan Australia Friendly Society Ltd
Over Fifty Mutual Friendly Society Ltd
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Standard & Poor's Ratings
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Morningstar Ratings
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Standard & Poor's Rating
Morningstar Rating
Fund Name
3 Month Performance
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5 Year Performance
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Minimum Investment
130
Fund(s) Found.
Fund Name
S&P Rating
Morningstar Rating
Minimum Investment
1 yr
3 yr
5 yr
MER
PDS
IOOF WealthBuilder Smaller Company-Perennial
Not Rated
Not Rated
$500.00
20.17%
N/A
N/A
N/A
IOOF WealthBuilder Global Property Securities
Not Rated
Not Rated
$500.00
10.04%
N/A
N/A
N/A
IOOF WealthBuilder Global Shares High Alpha
Not Rated
Not Rated
$500.00
9.33%
N/A
N/A
N/A
Lifeplan NextGen-MLC Horizon 7 Accelerated Growth
Not Rated
Not Rated
$1000.00
8.76%
N/A
N/A
N/A
Lifeplan NextGen-Vanguard Intel FI Index (Hedged)
Not Rated
Not Rated
$1000.00
6.71%
N/A
N/A
N/A
IOOF WealthBuilder Fixed Interest Fund
Not Rated
$500.00
6.50%
4.16%
3.37%
1.51%
ING Investment Savings Bond Capital Guaranteed
Not Rated
$1000.00
6.07%
1.84%
N/A
1.70%
Over Fifty Australian Shares Bond
Not Rated
$5000.00
5.72%
-4.46%
2.85%
1.88%
ING Investment Savings Bond Managed Growth NEF
Not Rated
$1000.00
5.48%
1.28%
N/A
2.25%
Col IGB - Property Fund
Not Rated
Not Rated
$1000.00
5.45%
-8.48%
-0.48%
1.50%
Lifeplan NextGen-Vanguard Australian FI Index
Not Rated
Not Rated
$1000.00
5.38%
N/A
N/A
N/A
IOOF WealthBuilder Australian Shares Fund
Not Rated
$500.00
5.09%
-4.29%
4.62%
1.52%
Lifeplan NextGen-Colonial First State Enhanced Yld
Not Rated
Not Rated
$1000.00
4.92%
N/A
N/A
N/A
Over Fifty Balanced Bond
Not Rated
$5000.00
4.65%
-3.55%
1.03%
1.88%
ING Investment Savings Bond Optimix Moderate NEF
$1000.00
4.60%
-4.39%
N/A
1.70%
IOOF WealthBuilder Balanced Fund
Not Rated
$500.00
4.56%
-2.99%
2.06%
1.52%
Lifeplan NextGen-Vanguard Property Sec Index
Not Rated
Not Rated
$1000.00
4.47%
N/A
N/A
N/A
Lifeplan Education Fund-ING Cap Stable
Not Rated
Not Rated
$1000.00
4.45%
1.34%
N/A
N/A
IOOF WealthBuilder Capital Stable Fund
Not Rated
$500.00
4.35%
1.17%
3.21%
1.52%
ING Investment Savings Bond Australian Shares EF
Not Rated
$1000.00
4.28%
0.51%
2.08%
1.60%
Lifeplan NextGen-BT Enhanced Cash
Not Rated
Not Rated
$1000.00
4.20%
N/A
N/A
N/A
Lifeplan Education Fund-FirstChoice Mod
Not Rated
Not Rated
$1000.00
4.16%
N/A
N/A
N/A
Lifeplan Education Fund-FirstChoice Cons
Not Rated
Not Rated
N/A
4.07%
N/A
N/A
N/A
Lifeplan NextGen-FirstChoice Conservative
Not Rated
Not Rated
$1000.00
4.05%
N/A
N/A
N/A
ING Investment Savings Bond Optimix Prop Sec EF
$1000.00
4.03%
-4.91%
N/A
2.25%
Over Fifty High Growth Bond
Not Rated
$5000.00
4.00%
-6.81%
-0.21%
1.88%
Lifeplan NextGen-MLC Horizon 2 Capital Stable
Not Rated
Not Rated
$1000.00
3.88%
N/A
N/A
N/A
Lifeplan NextGen-Lifeplan Managed Investment
Not Rated
Not Rated
$1000.00
3.81%
N/A
N/A
N/A
Lifeplan Education Fund-BT Conservative
Not Rated
Not Rated
$1000.00
3.79%
0.03%
N/A
N/A
Col IGB - Stable Fund
Not Rated
Not Rated
$1000.00
3.76%
0.72%
2.34%
1.50%
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Disclaimer