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About

Morningstar Fund Report

ipac life choices Active 100

Wholesale

Fund Report | Report generated 20 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: ipac life choices Active 100
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 8.37 -2.87 28.74 -0.77
+/- Cat 1.03 1.24 2.92 -0.64
+/- Index -1.79 -0.70 1.79 -0.78

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.51 -0.55 -0.18 103 / 143
3 Month -1.91 -0.17 -0.61 87 / 143
1 Year 3.39 -0.73 -1.04 79 / 142
3 Year 8.08 1.04 -0.37 29 / 134
5 Year 8.30 0.92 -0.48 28 / 129

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 12.89 12.85 13.2
Sharpe Ratio 0.64 0.59 0.66
R-Squared 98.68 94.4 --
Beta 0.97 0.94 --
Alpha -0.14 -0.54 --

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 30 Apr 2022

Domestic Equity 39.101
International Equity 46.113
Listed Property 4.246
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.191
Other 9.349

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 May 2022

APIR Code IPA0153AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 1.1041
Exit Price $ 1.1003
Exit Price
1 Week Change $
0.0022

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Prosective Fees & Costs

as at 30 Jun 2021

Total Cost Ratio (Prospective) 1.13%
Investment Management Fee 1.07%
Performance Fee Costs 0.03%
Administration Fees & Costs --
Buy Spread/Sell Spread 0.17% / 0.16%