Morningstar Fund Report
Lifeplan Investment Bd-Adv Gr MB Open
Performance
31 Mar 2021
Growth of $10,000

Fund: Lifeplan Investment Bd-Adv Gr MB Open

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 8.45 | 5.02 | -2.33 | 12.59 |
+/- Cat | -0.31 | 0.24 | 0.28 | 0.25 |
+/- Index | -4.28 | -6.18 | -1.47 | -2.78 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.04 | -0.21 | -1.47 | 23 / 30 |
3 Month | 3.44 | 0.02 | -1.00 | 17 / 30 |
1 Year | 20.62 | 0.74 | -5.99 | 14 / 30 |
3 Year | 6.06 | 0.25 | -4.49 | 10 / 23 |
5 Year | 6.53 | -0.13 | -4.23 | 13 / 22 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.82 | 9 | 12.6 |
Sharpe Ratio | 0.59 | 0.56 | 0.78 |
R-Squared | 96.43 | 93.08 | -- |
Beta | 0.69 | 0.69 | -- |
Alpha | -1.52 | -1.71 | -- |
Fund Details
Fund Inception | 01 May 2012 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | BT Investment Solutions |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2021) |
9.01 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Jan 2021

Size | Large Style | Blend
Asset Allocation
% as at 28 Feb 2021
Domestic Equity | 31.866 |
International Equity | 42.383 |
Listed Property | 10.120 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 2.273 |
International Fixed Interest | 4.594 |
Cash | 4.431 |
Other | 4.333 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 31 Mar 2021
APIR Code | LIF0104AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 1.7281 |
Exit Price $ | 1.7281 |
Exit Price 1 Week Change $ |
0.0127 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
ICR pa (--) | -- |
Max Management Fee pa![]() |
0.93% |
Max Admin Fee pa![]() |
0.60% |
Performance Fee pa (--) |
-- |
Max Brokerage | 0.0000 |