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About

Morningstar Fund Report

ipac life choices Active 70

Wholesale

Fund Report | Report generated 04 Dec 2021 |

Performance

31 Oct 2021

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 Oct-21
Fund 7.39 -2.04 20.13 1.66
+/- Cat 0.61 0.62 -0.19 -0.16
+/- Index -2.44 -0.99 -0.25 0.00

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.26 -0.48 -0.63 148 / 190
3 Month 0.24 -0.24 0.01 101 / 190
1 Year 19.24 -0.67 -0.35 108 / 188
3 Year 9.35 0.17 -1.23 69 / 180
5 Year 8.46 0.22 -1.21 61 / 173

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.64 10.14 10.48
Sharpe Ratio 0.91 0.85 0.95
R-Squared 98.78 95.55 --
Beta 0.92 0.95 --
Alpha -0.36 -0.93 --

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 31 Oct 2021

Domestic Equity 28.429
International Equity 29.198
Listed Property 5.009
Unlisted Property 0.000
Domestic Fixed Interest 10.822
International Fixed Interest 6.315
Cash 7.820
Other 12.407

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 02 Dec 2021

APIR Code IPA0155AU
Legal Type Investment Trusts
Status Open
Category Multisector Growth
Entry Price $ 1.1383
Exit Price $ 1.1348
Exit Price
1 Week Change $
-0.0157

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%