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Morningstar Fund Report

Lifeplan Investment Bd-Platypus Aus Eq O

Retail

Fund Report | Report generated 23 Feb 2017 |

Performance

31 Jan 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 Jan-17
Fund 15.47 6.31 8.01 -0.62
+/- Cat 1.50 3.69 7.11 -5.13
+/- Index -1.97 0.64 7.45 -10.34

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.65 1.24 1.44 1 / 7
3 Month 0.29 -2.70 -6.36 6 / 7
1 Year 2.09 -5.38 -15.26 7 / 7
3 Year 5.83 1.44 -1.57 2 / 7
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.53 9.4 12.58
Sharpe Ratio 0.41 0.26 0.45
R-Squared 70.76 88.04 --
Beta 0.64 0.7 --
Alpha 0.25 -1.49 --

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 31 Dec 2016)
0.79
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 31 Dec 2016

Domestic Equity 97.220
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.780
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code LIF0111AU
Legal Type Investment Bond
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.5188
Exit Price $ 1.5188
Exit Price
1 Week Change $
0.0348

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