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About

Morningstar Fund Report

ipac life choices Active 70

Wholesale

Fund Report | Report generated 21 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: ipac life choices Active 70
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 7.39 -2.04 20.13 -2.01
+/- Cat 0.61 0.62 -0.19 -1.29
+/- Index -2.44 -0.99 -0.25 -0.92

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.21 -0.66 -0.16 144 / 206
3 Month -2.39 -0.62 -0.73 130 / 206
1 Year 1.19 -1.51 -1.28 140 / 205
3 Year 5.54 -0.28 -1.03 98 / 195
5 Year 5.97 -0.07 -1.15 77 / 189

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 9.74 10.22 10.62
Sharpe Ratio 0.57 0.57 0.62
R-Squared 98.77 94.5 --
Beta 0.91 0.94 --
Alpha -0.49 -0.43 --

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)
44.55
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 28.739
International Equity 29.238
Listed Property 4.734
Unlisted Property 0.000
Domestic Fixed Interest 11.050
International Fixed Interest 6.918
Cash 6.968
Other 12.352

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 May 2022

APIR Code IPA0155AU
Legal Type Investment Trusts
Status Open
Category Multisector Growth
Entry Price $ 1.0556
Exit Price $ 1.0523
Exit Price
1 Week Change $
0.0018

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Prosective Fees & Costs

as at 30 Jun 2021

Total Cost Ratio (Prospective) 0.97%
Investment Management Fee 0.87%
Performance Fee Costs 0.06%
Administration Fees & Costs --
Buy Spread/Sell Spread 0.15% / 0.15%