Morningstar Fund Report
Lifeplan Investment Bd-Platypus Aus Eq O
Fund Report | Report generated 17 May 2021 | 
Performance
30 Apr 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-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 |
|
| 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 |