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About

Morningstar Fund Report

ipac life choices Active 50

Wholesale

Fund Report | Report generated 29 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: ipac life choices Active 50
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 6.87 -0.89 14.55 -3.00
+/- Cat 0.58 0.79 -0.53 -2.30
+/- Index -2.18 -1.60 0.47 -0.08

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.12 -0.83 -0.11 103 / 134
3 Month -2.99 -1.48 -0.04 100 / 131
1 Year -0.56 -2.42 -0.32 101 / 129
3 Year 3.89 -0.70 -0.68 80 / 119
5 Year 4.60 -0.22 -0.87 60 / 113

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.55 8.15 7.81
Sharpe Ratio 0.5 0.54 0.57
R-Squared 98.41 91.27 --
Beta 0.96 0.99 --
Alpha -0.5 -0.04 --

Fund Details

Fund Inception 24 Apr 2012
Responsible Entity IPAC Asset Management Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2013)
17.41
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 19.070
International Equity 21.550
Listed Property 4.190
Unlisted Property 0.000
Domestic Fixed Interest 17.158
International Fixed Interest 10.959
Cash 16.473
Other 10.600

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 26 May 2022

APIR Code IPA0156AU
Legal Type Investment Trusts
Status Open
Category Multisector Balanced
Entry Price $ 0.9996
Exit Price $ 0.9968
Exit Price
1 Week Change $
0.0120

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Prosective Fees & Costs

as at 30 Jun 2021

Total Cost Ratio (Prospective) 0.87%
Investment Management Fee 0.77%
Performance Fee Costs 0.05%
Administration Fees & Costs --
Buy Spread/Sell Spread 0.14% / 0.13%