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About

Morningstar Fund Report

Lifeplan Investment Bd-Adv Bal MB Open

Retail

Fund Report | Report generated 04 Jul 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Adv Bal MB Open
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 4.85 -1.69 14.90 -2.91
+/- Cat 0.14 0.32 1.22 -1.54
+/- Index -4.98 -0.64 -5.48 -0.20

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.20 -0.13 0.42 66 / 89
3 Month -1.93 -0.71 0.27 73 / 89
1 Year -1.70 -1.66 -1.20 75 / 87
3 Year 3.84 -0.02 -2.33 39 / 83
5 Year 4.24 0.19 -2.57 23 / 78

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.43 7.41 10.68
Sharpe Ratio 0.5 0.52 0.58
R-Squared 98.54 94.3 --
Beta 0.69 0.67 --
Alpha -0.6 -0.49 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager [JUNK]BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 31 May 2022)
15.12
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 May 2022

Size | Large Style | Blend

Asset Allocation

% as at 31 May 2022

Domestic Equity 26.514
International Equity 32.653
Listed Property 8.763
Unlisted Property 0.000
Domestic Fixed Interest 5.935
International Fixed Interest 10.933
Cash 3.300
Other 11.902

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Jun 2022

APIR Code LIF0099AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.5831
Exit Price $ 1.5831
Exit Price
1 Week Change $
0.0091

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 2

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --