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
Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture.
Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive.
Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead.
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity” from private assets.
