Morningstar Fund Report
Lifeplan Investment Bd-Platypus Aus Eq O
Fund Report | Report generated 18 Oct 2021 | 
Performance
30 Sep 2021
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 | Sep-21 | |
|---|---|---|---|---|
| Fund | 2.41 | 6.36 | 20.08 | 0.32 |
| +/- Cat | -2.93 | 7.34 | -1.50 | -1.40 |
| +/- Index | -9.13 | 14.04 | -7.72 | -1.39 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -3.02 | -1.40 | -1.17 | 10 / 10 |
| 3 Month | 0.32 | -1.40 | -1.39 | 8 / 10 |
| 1 Year | 15.99 | -4.56 | -14.57 | 9 / 9 |
| 3 Year | 9.15 | 0.58 | -0.50 | 1 / 7 |
| 5 Year | 9.41 | 1.50 | -1.01 | 1 / 7 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.32 | 12.13 | 17.61 |
| Sharpe Ratio | 0.72 | 0.61 | 0.58 |
| R-Squared | 85.52 | 92.11 | -- |
| Beta | 0.65 | 0.66 | -- |
| Alpha | 2.26 | 0.72 | -- |
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 Aug 2021) |
4.28 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2021
Size | Large Style | Growth
Asset Allocation
% as at 30 Sep 2021
| Domestic Equity | 96.910 |
| International Equity | 0.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 3.090 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 07 Oct 2021
| APIR Code | LIF0111AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Equity Australia Large Growth |
| Entry Price $ | 2.3716 |
| Exit Price $ | 2.3716 |
| Exit Price 1 Week Change $ |
-0.0429 |
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 | -- / -- |