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

Fund: Lifeplan Investment Bd-Adv High Gr MB Op

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 5.42 | -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 2022Total 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 20223-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 |
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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 | -- / -- |