KeyInvest is pleased to announce that the Life Events Bond has once again received a ‘Highly Recommended’ rating from Lonsec — the highest possible rating — for the Fourth consecutive year.
This independent product review reflects the Life Events Bond’s enduring strengths, including:
- A relatively large investment menu of 41 options, including a range of low-cost diversified and sector indexed options.
- A competitive administration fee of 0.30% p.a., which is at the lower end of Lonsec-rated peers.
- A suite of above-average additional features including estate planning tools, auto-rebalancing, progressive investing, and flexible beneficiary options.
The Life Events Bond is designed to support a range of long-term goals. Investment bonds may be suited to investors as:
- a tax effective long-term investment or early/pre-retirement alternative for lump sums (i.e. inheritances);
- an alternative to superannuation, or tax effective non-super transition to retirement income stream; and
- an estate planning and wealth transfer solution.
We remain committed to delivering exceptional outcomes for our members and are proud to see this recognised by one of Australia’s leading investment research houses.
Important information about this rating can be found at https://www.lonsec.com.au/logo-disclosure
To learn more about the Life Events Bond, visit https://keyinvest.com.au/our-products/life-events-bond
Review the Product Disclosure Statement and Target Market Determination
Disclaimers
All the information is general information and factual in nature only, is not intended to be financial product advice, and does not consider the investment objectives, financial situation, or needs of any individual. You should consider whether the information is appropriate, having regard to your objectives, financial situation and needs before acting on the information. You should also seek professional financial advice before acting on the information.
The rating published on 04/2025 for the KeyInvest Life Events Bond is issued by Lonsec Research Pty LtdABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
