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Morningstar Fund Report

Lifeplan Investment B-AMP Res Inv Ldr Ba

Retail

Fund Report | Report generated 24 Jun 2017 |

Performance

31 May 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 May-17
Fund 1.86 6.59 -0.45 5.73
+/- Cat -7.10 -0.01 -1.43 -1.08
+/- Index -12.42 -5.44 -4.44 -3.96

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.39 0.24 0.26 21 / 92
3 Month 2.40 0.07 -1.19 40 / 92
1 Year 4.46 -1.02 -3.84 75 / 90
3 Year 3.85 -0.88 -4.67 75 / 88
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.38 4.88 6.99
Sharpe Ratio 0.39 0.53 0.9
R-Squared 95.27 88.78 --
Beta 0.61 0.66 --
Alpha -2.13 -1.53 --

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 May 2017)
1.14
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 26.403
International Equity 30.066
Listed Property 3.287
Unlisted Property 4.842
Domestic Fixed Interest 16.776
International Fixed Interest 0.000
Cash 12.232
Other 6.394

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jun 2017

APIR Code LIF0106AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.1676
Exit Price $ 1.1676
Exit Price
1 Week Change $
-0.0032

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