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Morningstar Fund Report

Lifeplan Investment Bd-Lifeplan Cap Gutd

Retail

Fund Report | Report generated 26 May 2022 |

Performance

--

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Lifeplan Cap Gutd
Index
Index: RBA Bank accepted Bills 90 Days

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 24 Jul 2008
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Lifeplan Australia Friendly Society Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2020)
31.91
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 9.016
International Fixed Interest 0.000
Cash 90.984
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 01 Dec 2016

APIR Code LIF0061AU
Legal Type Investment Bond
Status Open
Category Australia Fund Miscellaneous
Entry Price $ 1.0000
Exit Price $ 1.0000
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) 1.30%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --