Morningstar Fund Report
Lifeplan TaxSmart Growth Option
Performance
31 May 2022
Growth of $10,000

Fund: Lifeplan TaxSmart Growth Option

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 2.99 | -0.58 | 14.34 | -4.49 |
+/- Cat | -1.72 | 1.44 | 0.66 | -3.13 |
+/- Index | -6.84 | 0.48 | -6.04 | -1.79 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.23 | -1.16 | -0.60 | 86 / 89 |
3 Month | -2.35 | -1.12 | -0.15 | 83 / 89 |
1 Year | -2.13 | -2.09 | -1.63 | 82 / 87 |
3 Year | 3.39 | -0.47 | -2.78 | 57 / 83 |
5 Year | 4.14 | 0.09 | -2.68 | 32 / 78 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 9.08 | 7.41 | 10.68 |
Sharpe Ratio | 0.38 | 0.52 | 0.58 |
R-Squared | 94.5 | 94.3 | -- |
Beta | 0.83 | 0.67 | -- |
Alpha | -1.74 | -0.49 | -- |
Fund Details
Fund Inception | 08 Dec 2006 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | Lifeplan Australia Friendly Society Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 May 2022) |
0.32 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 21 Jun 2022
APIR Code | LIF0019AU |
Legal Type | Investment Bond |
Status | Closed |
Category | Multisector Growth |
Entry Price $ | 1.4589 |
Exit Price $ | 1.4589 |
Exit Price 1 Week Change $ |
-0.0159 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 30 Jun 2012
Total Cost Ratio (Prospective) | 1.33% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |