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Morningstar Fund Report

Lifeplan FlexiGrowth High Yield Option

Retail

Fund Report | Report generated 23 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: Lifeplan FlexiGrowth High Yield Option
Index
Index: Bloomberg Global High Yield TR Hdg AUD
Category
Category: High Yield Credit

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.01 0.15 0.64 --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 28 Aug 2006
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Lifeplan Australia Friendly Society Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2022)
1.13
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 25.488
International Fixed Interest 0.000
Cash 74.512
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code LIF0018AU
Legal Type Investment Trusts
Status Closed
Category High Yield Credit
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2012

Total Cost Ratio (Prospective) 1.75%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --