Morningstar Fund Report
Lifeplan Investment Bd-CFS FC Aus Shr Op
Performance
30 Apr 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-CFS FC Aus Shr Op

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Blend
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 3.93 | -6.08 | 18.27 | 4.25 |
+/- Cat | -1.12 | -1.87 | -0.40 | 0.64 |
+/- Index | -7.62 | 1.60 | -9.53 | -1.01 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.42 | 0.05 | 0.43 | 15 / 49 |
3 Month | 5.30 | 0.54 | -2.95 | 18 / 49 |
1 Year | 7.25 | 0.66 | -2.91 | 10 / 42 |
3 Year | 5.98 | -0.73 | -3.43 | 29 / 44 |
5 Year | 5.52 | -0.47 | -3.29 | 25 / 34 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.86 | 12.29 | 17.65 |
Sharpe Ratio | 0.52 | 0.53 | 0.58 |
R-Squared | 98.71 | 91.14 | -- |
Beta | 0.67 | 0.67 | -- |
Alpha | -0.7 | -0.32 | -- |
Fund Details
Fund Inception | 01 May 2012 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | Colonial First State Investments Limited |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
7.26 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022

Size | Large Style | Blend
Asset Allocation
% as at 31 Mar 2022
Domestic Equity | 86.378 |
International Equity | 6.241 |
Listed Property | 4.498 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 2.883 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 20 May 2022
APIR Code | LIF0141AU |
Legal Type | Investment Bond |
Status | Open |
Category | Equity Australia Large Blend |
Entry Price $ | 1.9113 |
Exit Price $ | 1.9113 |
Exit Price 1 Week Change $ |
0.0138 |
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 | -- / -- |