Morningstar Fund Report
Lifeplan FlexiGrowth High Yield Option
Performance
--
Growth of $10,000

Fund: Lifeplan FlexiGrowth High Yield Option

Index: BBgBarc Global High Yield TR Hdg AUD

Category: High Yield Credit
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
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 | 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 Nov 2020) |
1.27 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Jan 2021
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 23.964 |
International Fixed Interest | 0.000 |
Cash | 76.036 |
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 |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2012) | 1.7500 |
Max Management Fee pa![]() |
1.75% |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2012) |
-- |
Max Brokerage | 0.3600 |