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Morningstar Fund Report

Lifeplan FlexiGrowth Income Option

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: Lifeplan FlexiGrowth Income Option
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 1.84 1.92 0.96 0.27
+/- Cat -- -- -- --
+/- Index -0.80 -0.58 -1.23 -0.33

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.08 -- -0.06 --
3 Month 0.21 -- -0.23 --
1 Year 0.69 -- -1.39 --
3 Year 1.43 -- -0.93 --
5 Year 2.10 -- -0.68 --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 0.17 -- 0.09
Sharpe Ratio -6.87 -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 31 Mar 2001
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Lifeplan Australia Friendly Society Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
9.50
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code LIF0007AU
Legal Type Investment Bond
Status Closed
Category Miscellaneous
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2012) 1.2000
Max Management Fee pa 1.20%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2012)
--
Max Brokerage 0.3600