Morningstar Fund Report
Lifeplan Investment Bd-BT Active Bal Opn
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |