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About

Morningstar Fund Report

Lifeplan Investment Bd-BT Active Bal Opn

Retail

Fund Report | Report generated 26 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-BT Active Bal Opn
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 2.99 -2.29 14.63 2.70
+/- Cat -1.72 -0.28 0.94 -0.45
+/- Index -6.84 -1.24 -5.76 -1.82

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.41 0.09 -0.52 34 / 86
3 Month 2.05 0.03 -1.14 32 / 86
1 Year 10.41 0.46 -3.94 21 / 85
3 Year 7.20 -0.39 -5.16 52 / 79
5 Year 5.36 -0.22 -3.89 42 / 78

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.88 7.22 10.36
Sharpe Ratio 0.97 1 1.13
R-Squared 96.3 94.49 --
Beta 0.65 0.68 --
Alpha -0.97 -0.89 --

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 30 Nov 2021)
17.05
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 28.894
International Equity 25.342
Listed Property 5.191
Unlisted Property 0.000
Domestic Fixed Interest 5.370
International Fixed Interest 4.587
Cash 15.221
Other 15.395

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Jan 2022

APIR Code LIF0124AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.6715
Exit Price $ 1.6715
Exit Price
1 Week Change $
-0.0140

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --