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About

Morningstar Fund Report

Lifeplan Investment Bd-Adv High Gr MB Op

Retail

Fund Report | Report generated 24 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Adv High Gr MB Op
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 5.42 -2.80 20.00 -1.32
+/- Cat 0.64 -0.19 1.59 -0.95
+/- Index -4.74 -0.62 -6.95 -1.33

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.53 -0.14 0.79 20 / 32
3 Month -1.17 0.04 0.13 21 / 33
1 Year 1.49 -1.11 -2.94 26 / 30
3 Year 5.25 0.01 -3.20 17 / 31
5 Year 5.79 0.34 -2.99 7 / 21

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 9.73 9 13.2
Sharpe Ratio 0.54 0.58 0.66
R-Squared 99.03 95.43 --
Beta 0.74 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)
6.50
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 40.612
International Equity 46.443
Listed Property 10.211
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.257
Other 2.477

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 May 2022

APIR Code LIF0105AU
Legal Type Investment Bond
Status Open
Category Multisector Aggressive
Entry Price $ 1.8592
Exit Price $ 1.8592
Exit Price
1 Week Change $
0.0135

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Prosective Fees & Costs

as at --

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