Australian Unity strengthens investment bond offering
Australian Unity has announced that its Lifeplan Investment Bond has been expanded with 39 new investment options, making it the largest investment bond menu available to advisers with 74 investment options spanning all major asset classes.
In particular, the addition increased the number of ethical, index and growth investment options, the firm said.
Australian Unity’s investment bond business has currently $2.2 billion in funds under management (FUM).
“Our new, revitalised investment bond menu provides more choice and diversification via a range of fund managers, asset classes and risk profiles,” AU’s executive general manager, Adnan Glinac said.
“Our focus is to offer a broad and well-diversified investment menu that supports advisers in providing holistic advice to their clients.
“These improvements showcase our continued promise to put advisers at the centre of everything we do and remain recognised as Australia’s leading provider of investment bonds.”
The Lifeplan Investment Bond has received a “highly recommended” rating from Zenith Investment Partners.
AUTHOR
Oksana Patron
Recommended for you
The merger with L1 Capital will “inject new life” into Platinum, Morningstar believes, but is unlikely to boost Platinum’s declining funds under management.
More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data.
At least two-thirds of ETF flows are understood to be driven by intermediaries, according to Global X, as net flows into Australian ETFs spike 97 per cent in the first half of 2025.
Inflows for the first half of 2025 for GQG Partners stand at US$8 billion, but the firm has flagged fund underperformance could be a headwind for future flows.
