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Morningstar Fund Report

ipac life choices Active 100

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: ipac life choices Active 100
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 17.66 11.88 -0.48 12.50
+/- Cat 2.50 0.91 -1.53 1.84
+/- Index 0.89 -3.02 -3.25 1.94

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.13 0.20 0.01 40 / 147
3 Month 3.20 0.30 0.86 43 / 147
1 Year 15.95 1.63 0.82 22 / 142
3 Year 8.59 0.42 -1.59 44 / 129
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.82 8.31 --
Sharpe Ratio 0.73 0.72 --
R-Squared 95.93 91.49 --
Beta 1.01 0.93 --
Alpha -1.52 -1.36 --

Fund Details

Fund Inception 24 Apr 2012
Responsible Entity IPAC Asset Management Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2013)
7.74
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 38.576
International Equity 50.382
Listed Property 2.905
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.988
Other 5.150

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code IPA0153AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 1.2287
Exit Price $ 1.2237
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 3
3 Year 3
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4298

Annual

ICR pa (30 Jun 2015) 1.0873
Max Management Fee pa 1.07%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
0.0173%
Max Brokerage 0.0000