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About

Morningstar Fund Report

Lifeplan Investment Bd-Platypus Aus Eq O

Retail

Fund Report | Report generated 17 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Platypus Aus Eq O
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Apr-21
Fund 16.85 2.41 6.36 15.74
+/- Cat 7.01 -2.93 7.34 -1.87
+/- Index 3.83 -9.13 14.04 -6.38

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 4.58 1.24 1.10 1 / 10
3 Month 4.06 -1.17 -3.48 9 / 10
1 Year 23.44 -0.35 -7.32 3 / 9
3 Year 10.14 1.91 0.65 1 / 7
5 Year 9.93 2.18 -0.34 1 / 7

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.16 12.08 17.58
Sharpe Ratio 0.78 0.59 0.55
R-Squared 86.26 92.14 --
Beta 0.64 0.66 --
Alpha 3.2 0.7 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Platypus Asset Management Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2021)
3.86
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Jan 2021

Size | Large Style | Growth

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 96.820
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.180
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 11 May 2021

APIR Code LIF0111AU
Legal Type Investment Bond
Status Open
Category Equity Australia Large Growth
Entry Price $ 2.2900
Exit Price $ 2.2900
Exit Price
1 Week Change $
-0.0236

Morningstar Ratings

Overall 0
3 Year  
5 Year  
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 0.96%
Max Admin Fee pa 0.60%
Performance Fee pa
(--)
--
Max Brokerage 0.0000