Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

Lifeplan Investment B-AMP Res Inv Ldr Ba

Retail

Fund Report | Report generated 25 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Lifeplan Investment B-AMP Res Inv Ldr Ba
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 1.86 6.59 -0.45 2.83
+/- Cat -7.10 -0.01 -1.43 -1.06
+/- Index -12.42 -5.44 -4.44 -2.66

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.65 -0.25 -1.50 75 / 89
3 Month 1.59 -0.03 -1.46 46 / 89
1 Year 2.58 -1.67 -5.35 83 / 88
3 Year 3.58 -0.88 -4.66 74 / 86
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 4.51 5.01 7.09
Sharpe Ratio 0.3 0.43 0.83
R-Squared 95.64 90.24 --
Beta 0.62 0.67 --
Alpha -2.34 -1.79 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
1.06
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 27.193
International Equity 29.182
Listed Property 3.431
Unlisted Property 4.978
Domestic Fixed Interest 16.782
International Fixed Interest 0.000
Cash 12.496
Other 5.939

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 30 Dec 2016

APIR Code LIF0106AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.1374
Exit Price $ 1.1374
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 2
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.82%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000