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Morningstar Fund Report

Lifeplan Investment Bd-Platypus Aus Eq O

Retail

Fund Report | Report generated 27 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Platypus Aus Eq O
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 15.47 6.31 8.01 0.95
+/- Cat 1.50 3.69 7.11 -4.66
+/- Index -1.97 0.64 7.45 -11.24

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.58 0.53 -0.67 1 / 7
3 Month 2.34 -0.54 -3.54 4 / 7
1 Year 6.24 -4.86 -15.89 7 / 7
3 Year 4.62 1.17 -1.85 1 / 7
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.15 9.16 --
Sharpe Ratio 0.29 0.16 --
R-Squared 69.87 87.57 --
Beta 0.62 0.69 --
Alpha -0.27 -1.79 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Platypus Asset Management
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
0.81
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 May 2016

Size | Medium Style | Growth

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 96.790
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.210
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code LIF0111AU
Legal Type Investment Bond
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.4930
Exit Price $ 1.4930
Exit Price
1 Week Change $
-0.0096

Morningstar Ratings

Overall 5
3 Year 5
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 0.96%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000