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About

Morningstar Fund Report

Lifeplan Education Savings Plan

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Fund Report | Report generated 26 Oct 2021 |

Performance

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Growth of $10,000

Fund
Fund: Lifeplan Education Savings Plan
Index
Index: Bloomberg AusBond Composite 0+Y TR AUD
Category
Category: Bonds - Australia

Financial Year Total Returns

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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 13 Oct 2003
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2021)
7.62
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2021

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 8.765
International Fixed Interest 0.000
Cash 91.235
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code LIF0008AU
Legal Type Investment Bond
Status Closed
Category Bonds - Australia
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2012

Total Cost Ratio (Prospective) 1.65%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --