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Morningstar Fund Report

Lifeplan TaxSmart Cash Enhanced Option

Retail

Fund Report | Report generated 05 Dec 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: Lifeplan TaxSmart Cash Enhanced Option
Index
Index: Bloomberg AusBond Composite 0+Y TR AUD
Category
Category: Bonds - Australia

Financial Year Total Returns

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

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.01 -0.31 -0.68 --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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 Oct 2021)
2.16
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2021

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 16.947
International Fixed Interest 0.000
Cash 83.053
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code LIF0020AU
Legal Type Investment Bond
Status Closed
Category Bonds - Australia
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) 0.84%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --