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Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 4 BO

Retail

Fund Report | Report generated 30 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-MLC Horizon 4 BO
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 9.57 7.00 -0.01 6.12
+/- Cat 0.61 0.40 -0.99 0.63
+/- Index -4.71 -5.03 -4.00 -1.54

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.04 -0.03 -0.64 47 / 92
3 Month 1.60 0.03 -0.46 48 / 92
1 Year 7.48 0.03 -4.30 46 / 90
3 Year 4.83 -0.06 -3.90 50 / 88
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.97 4.88 --
Sharpe Ratio 0.53 0.55 --
R-Squared 92.16 88.62 --
Beta 0.68 0.66 --
Alpha -1.76 -1.52 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Vanguard Investments Australia Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
61.63
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Dec 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 27.387
International Equity 32.497
Listed Property 4.109
Unlisted Property 0.000
Domestic Fixed Interest 13.814
International Fixed Interest 4.742
Cash 13.775
Other 3.676

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 26 Apr 2017

APIR Code LIF0127AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.3859
Exit Price $ 1.3859
Exit Price
1 Week Change $
0.0133

Morningstar Ratings

Overall 3
3 Year 3
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 0.99%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000