Morningstar Fund Report
Lifeplan Investment Bd-Platypus Aus Eq O
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 2022Total 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 20223-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 | -- / -- |