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About

Morningstar Fund Report

Lifeplan Edu Savings Plan High Growth

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Fund Report | Report generated 28 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Lifeplan Edu Savings Plan High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 5.38 -1.60 22.29 3.13
+/- Cat 0.60 1.01 3.88 1.76
+/- Index -5.82 -0.75 -2.40 0.46

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.94 -0.41 0.46 27 / 32
3 Month 3.13 1.76 0.46 2 / 32
1 Year 23.30 5.12 -2.17 2 / 31
3 Year 8.45 2.11 -2.28 3 / 26
5 Year 8.76 1.76 -2.77 2 / 22

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.5 9.24 12.82
Sharpe Ratio 0.83 0.65 0.81
R-Squared 94.17 93.38 --
Beta 0.72 0.7 --
Alpha 0.42 -1.26 --

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 31 Aug 2021)
21.20
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 30 Jun 2021

Size | Medium Style | Growth

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 49.596
International Equity 48.159
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.245
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 Oct 2021

APIR Code LIF0016AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ 2.2968
Exit Price $ 2.2968
Exit Price
1 Week Change $
0.0142

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 -- / --