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About

Morningstar Fund Report

Lifeplan Multi-Manager Growth Fund

Retail

Fund Report | Report generated 28 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Multi-Manager Growth Fund
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 2.91 -2.01 14.69 -2.68
+/- Cat -1.79 0.01 1.00 -2.38
+/- Index -6.92 -0.95 -5.70 -1.59

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.80 -0.67 0.25 83 / 89
3 Month -1.90 -0.93 -0.24 79 / 89
1 Year -0.74 -2.74 -3.21 84 / 87
3 Year 3.32 -0.73 -3.26 66 / 85
5 Year 3.68 -0.62 -3.45 60 / 78

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.58 7.37 10.62
Sharpe Ratio 0.42 0.54 0.62
R-Squared 97.56 94.26 --
Beta 0.71 0.67 --
Alpha -1.46 -0.56 --

Fund Details

Fund Inception 05 Sep 2005
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2022)
10.15
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2022

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 25.228
International Equity 40.219
Listed Property 8.758
Unlisted Property 0.008
Domestic Fixed Interest 5.590
International Fixed Interest 10.875
Cash 9.032
Other 0.289

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 May 2022

APIR Code LIF0013AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ 1.6688
Exit Price $ 1.6688
Exit Price
1 Week Change $
0.0023

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 2

Prosective Fees & Costs

as at 30 Jun 2012

Total Cost Ratio (Prospective) 1.95%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --