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About

Morningstar Fund Report

Lifeplan TaxSmart Growth Option

Retail

Fund Report | Report generated 29 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Lifeplan TaxSmart Growth Option
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
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 2022
Total 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 2022
3-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 3
3 Year 2
5 Year 3
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 -- / --