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Morningstar Fund Report

Lifeplan NextGen-CFS FirstChoice Growth

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: Lifeplan NextGen-CFS FirstChoice Growth
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
9.40
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 30.704
International Equity 34.255
Listed Property 5.077
Unlisted Property 0.002
Domestic Fixed Interest 6.197
International Fixed Interest 10.265
Cash 5.771
Other 7.730

Morningstar Sustainability Rating Learn more

Quick Stats

as at 23 Nov 2016

APIR Code LIF0139AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.3816
Exit Price $ 1.3816
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
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 1.12%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000