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Morningstar Fund Report

Lifeplan Investment B-AMP Res Inv Ldr Ba

Retail

Fund Report | Report generated 28 Mar 2017 |

Performance

28 Feb 2017

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 Feb-17
Fund 1.86 6.59 -0.45 3.25
+/- Cat -7.10 -0.01 -1.43 -1.13
+/- Index -12.42 -5.44 -4.44 -2.63

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.71 -0.12 -0.83 59 / 92
3 Month 2.07 -0.30 -1.47 72 / 92
1 Year 5.93 -1.51 -5.76 74 / 90
3 Year 3.41 -0.95 -4.36 78 / 88
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.37 4.89 --
Sharpe Ratio 0.28 0.44 --
R-Squared 95.14 88.57 --
Beta 0.61 0.66 --
Alpha -2.13 -1.43 --

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 28 Feb 2017)
1.11
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 27.083
International Equity 24.482
Listed Property 3.432
Unlisted Property 4.958
Domestic Fixed Interest 16.646
International Fixed Interest 0.000
Cash 17.563
Other 5.837

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code LIF0106AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.1466
Exit Price $ 1.1466
Exit Price
1 Week Change $
-0.0041

Morningstar Ratings

Overall 1
3 Year 1
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