Morningstar Fund Report
Lifeplan Investment Bd-Adv Gr MB Open
Performance
30 Apr 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-Adv Gr MB Open

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 5.02 | -2.33 | 17.77 | -1.47 |
+/- Cat | 0.24 | 0.28 | -0.64 | -1.11 |
+/- Index | -5.14 | -0.16 | -9.18 | -1.48 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.44 | -0.05 | 0.88 | 17 / 32 |
3 Month | -1.37 | -0.16 | -0.07 | 24 / 33 |
1 Year | 0.96 | -1.64 | -3.47 | 29 / 30 |
3 Year | 4.64 | -0.60 | -3.82 | 24 / 31 |
5 Year | 5.22 | -0.23 | -3.56 | 13 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.69 | 9 | 13.2 |
Sharpe Ratio | 0.52 | 0.58 | 0.66 |
R-Squared | 98.86 | 95.43 | -- |
Beta | 0.66 | 0.67 | -- |
Alpha | -1.12 | -0.56 | -- |
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 30 Apr 2022) |
9.29 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 32.647 |
International Equity | 42.370 |
Listed Property | 10.114 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 2.131 |
International Fixed Interest | 3.457 |
Cash | 1.991 |
Other | 7.291 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 18 May 2022
APIR Code | LIF0104AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 1.7355 |
Exit Price $ | 1.7355 |
Exit Price 1 Week Change $ |
0.0108 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |