Morningstar Fund Report
Lifeplan Investment Bd-Platypus Aus Eq O
Fund Report | Report generated 26 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: Lifeplan Investment Bd-Platypus Aus Eq O
Index: S&P/ASX 200 TR AUD
Category: Equity Australia Large Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 2.41 | 6.36 | 20.08 | -12.44 |
| +/- Cat | -2.93 | 7.34 | -1.50 | -8.32 |
| +/- Index | -9.13 | 14.04 | -7.72 | -14.97 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -3.72 | -0.93 | -1.12 | 9 / 12 |
| 3 Month | -3.55 | -2.25 | -6.76 | 9 / 12 |
| 1 Year | -9.00 | -6.82 | -13.84 | 8 / 11 |
| 3 Year | 4.57 | -1.23 | -3.27 | 9 / 9 |
| 5 Year | 6.34 | 0.30 | -2.51 | 1 / 7 |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 13.39 | 13.1 | 17.76 |
| Sharpe Ratio | 0.38 | 0.49 | 0.5 |
| R-Squared | 76.7 | 87.37 | -- |
| Beta | 0.66 | 0.68 | -- |
| Alpha | -0.82 | 0.26 | -- |
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 31 May 2022) |
3.32 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
as at 28 Feb 2022
Size | Large Style | Growth
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 96.586 |
| International Equity | 0.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 3.414 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 21 Jun 2022
| APIR Code | LIF0111AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Equity Australia Large Growth |
| Entry Price $ | 1.9711 |
| Exit Price $ | 1.9711 |
| Exit Price 1 Week Change $ |
-0.0418 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |