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About

Morningstar Fund Report

ipac life choices Active 100

Wholesale

Fund Report | Report generated 21 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: ipac life choices Active 100
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 11.36 8.37 -2.87 20.31
+/- Cat 0.40 1.03 1.24 3.01
+/- Index -1.38 -2.83 -2.02 4.94

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.55 0.27 0.04 34 / 140
3 Month 5.91 0.82 1.48 25 / 140
1 Year 33.26 4.61 6.65 33 / 137
3 Year 9.94 1.83 -0.61 19 / 133
5 Year 10.65 1.47 -0.11 16 / 123

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 13.3 13.19 12.6
Sharpe Ratio 0.7 0.61 0.78
R-Squared 97.22 95.28 --
Beta 1.04 1.02 --
Alpha -0.88 -1.99 --

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)
7.74
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 Mar 2021

Domestic Equity 38.740
International Equity 47.730
Listed Property 3.576
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.540
Other 8.414

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Apr 2021

APIR Code IPA0153AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 1.2158
Exit Price $ 1.2116
Exit Price
1 Week Change $
0.0078

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3397

Annual

ICR pa (30 Jun 2020) 1.1100
Max Management Fee pa 1.08%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000