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About

Morningstar Fund Report

Lifeplan TaxSmart Growth Option

Retail

Fund Report | Report generated 17 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Lifeplan TaxSmart Growth Option
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 2.99 -0.58 14.34 1.42
+/- Cat -1.72 1.44 0.66 0.30
+/- Index -7.59 0.07 -5.15 -0.77

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.05 0.29 1.07 11 / 88
3 Month 1.42 0.30 -0.77 13 / 88
1 Year 13.79 0.37 -6.05 37 / 86
3 Year 5.36 0.19 -3.84 28 / 80
5 Year 5.61 0.13 -3.81 28 / 79

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.01 7.61 10.74
Sharpe Ratio 0.55 0.62 0.81
R-Squared 94.53 93.18 --
Beta 0.82 0.68 --
Alpha -2.18 -1.31 --

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 Aug 2021)
0.50
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 07 Oct 2021

APIR Code LIF0019AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ 1.6105
Exit Price $ 1.6105
Exit Price
1 Week Change $
-0.0121

Morningstar Ratings

Overall 3
3 Year 3
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 -- / --