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About

Morningstar Fund Report

Lifeplan Edu Savings Plan High Growth

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Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Edu Savings Plan High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 5.38 -1.60 22.29 -1.25
+/- Cat 0.60 1.01 3.88 -0.89
+/- Index -4.78 0.57 -4.66 -1.26

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.36 -0.97 -0.04 31 / 32
3 Month -2.69 -1.48 -1.39 31 / 33
1 Year 2.96 0.36 -1.47 11 / 30
3 Year 6.33 1.09 -2.12 3 / 31
5 Year 6.82 1.36 -1.97 2 / 21

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 9.4 9 13.2
Sharpe Ratio 0.66 0.58 0.66
R-Squared 93.52 95.43 --
Beta 0.69 0.67 --
Alpha 0.26 -0.56 --

Fund Details

Fund Inception 01 Jan 2006
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)
18.21
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Jan 2022

Size | Medium Style | Growth

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 45.744
International Equity 49.679
Listed Property 1.466
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.111
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 May 2022

APIR Code LIF0016AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ 2.1167
Exit Price $ 2.1167
Exit Price
1 Week Change $
-0.0071

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year 5

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 -- / --