With the rising cost of school fees, providing a way to spread the cost of future education expenses is crucial. The Foresters Financial Education Bond is purposefully calibrated to grow and save funds for schooling costs.
The funds can be used to pay for or subsidise a broad range of education costs.
There is no cap on the initial start-up lump sum, and you can continue to top-up the investment over time.
This allows parents and grandparents to make contributions to the Bond.
The Foresters Financial Education Bond offers four options designed to align with your distinct financial objectives. Each option has a unique risk profile and investment strategy. You have the flexibility to choose one option, or a combination of options.
Investment options and asset allocations:
View this extract from the Product Disclosure Statement.
*Please note, we recommend seeking professional advice regarding your individual circumstances and whether the investment option(s) are appropriate for you.
View daily unit pricing. Prices are updated regularly. Alternatively, view historical weekly unit pricing data.
The below return table shows the investment performance for the education bond options:
| Education Bond Investment Options | ||
|---|---|---|
| Net Returns 31 March 2024* | ||
| Investment Options | 1 month | Since Inception ^ |
| High Growth | 2.24% | 8.16% |
| Growth | 1.77% | 6.39% |
| Sustainable | 1.12% | 5.77% |
| Balanced | 1.22% | 5.02% |
* net returns are net of tax and net of fees
^ Inception date: 24 November 2023
View the fees and costs extract from our Product Disclosure Statement.
Whatever your financial goals, we share your ambition, get in contact with the Investor Services Team today.
