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Morningstar Fund Report

Lifeplan TaxSmart Growth Option

Retail

Fund Report | Report generated 22 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Lifeplan TaxSmart Growth Option
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 6.07 6.24 3.85 1.07
+/- Cat -2.89 -0.36 2.87 -2.82
+/- Index -8.21 -5.79 -0.14 -4.41

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.15 -0.74 -2.00 89 / 89
3 Month -0.67 -2.28 -3.71 89 / 89
1 Year 2.15 -2.09 -5.78 86 / 88
3 Year 4.12 -0.34 -4.12 54 / 86
5 Year 5.77 -1.09 -6.41 68 / 78

Risk Analysis

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

Fund Details

Fund Inception 08 Dec 2006
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Lifeplan Australia Friendly Society Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
0.43
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Dec 2016

APIR Code LIF0019AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ 1.2267
Exit Price $ 1.2267
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) 1.3300
Max Management Fee pa 1.90%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2012)
--
Max Brokerage 0.0000