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About

Morningstar Fund Report

Lifeplan Investment Bd-Platypus Aus Eq O

Retail

Fund Report | Report generated 18 Oct 2021 |

Performance

30 Sep 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-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 0
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 -- / --