Morningstar Fund Report
Lifeplan Investment Bd-BT Active Bal Opn
Fund Report | Report generated 29 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: Lifeplan Investment Bd-BT Active Bal Opn
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | May-22 | |
|---|---|---|---|---|
| Fund | 2.99 | -2.29 | 14.63 | -0.31 |
| +/- Cat | -1.72 | -0.28 | 0.94 | 1.06 |
| +/- Index | -6.84 | -1.24 | -5.76 | 2.39 |
Trailing Total Returns
as at 31 May 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.55 | 0.52 | 1.07 | 10 / 89 |
| 3 Month | -0.63 | 0.60 | 1.57 | 19 / 89 |
| 1 Year | 0.46 | 0.50 | 0.96 | 40 / 87 |
| 3 Year | 4.37 | 0.52 | -1.80 | 16 / 83 |
| 5 Year | 4.15 | 0.11 | -2.66 | 29 / 78 |
Risk Analysis
as at 31 May 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.93 | 7.41 | 10.68 |
| Sharpe Ratio | 0.6 | 0.52 | 0.58 |
| R-Squared | 95.76 | 94.3 | -- |
| Beta | 0.64 | 0.67 | -- |
| Alpha | 0.22 | -0.49 | -- |
Fund Details
| Fund Inception | 01 May 2012 |
| Responsible Entity | Lifeplan Australia Friendly Society Ltd |
| Fund Manager | Pendal Institutional Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 31 May 2022) |
18.31 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
| Domestic Equity | 27.524 |
| International Equity | 24.553 |
| Listed Property | 4.716 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 6.652 |
| International Fixed Interest | 1.748 |
| Cash | 19.629 |
| Other | 15.177 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 21 Jun 2022
| APIR Code | LIF0124AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Multisector Growth |
| Entry Price $ | 1.5716 |
| Exit Price $ | 1.5716 |
| Exit Price 1 Week Change $ |
-0.0132 |
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 | -- / -- |