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About

Morningstar Fund Report

Lifeplan Investment Bd-CFS FC Ppty Sec

Retail

Fund Report | Report generated 18 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-CFS FC Ppty Sec
Index
Index: S&P/ASX 300 A-REIT TR
Category
Category: Equity Australia Real Estate

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 11.92 -14.08 22.30 4.78
+/- Cat 0.55 0.36 2.12 -0.77
+/- Index -7.47 6.63 -11.61 -3.56

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.38 -0.11 -0.31 9 / 14
3 Month 2.34 -0.37 -1.38 8 / 14
1 Year 10.13 -0.52 -6.26 7 / 11
3 Year 4.67 0.38 -2.36 3 / 12
5 Year 5.20 0.63 -2.81 1 / 9

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 18.51 18.77 26.77
Sharpe Ratio 0.33 0.33 0.4
R-Squared 99.7 95.41 --
Beta 0.69 0.69 --
Alpha -1.22 -1.3 --

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)
6.43
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 28 Feb 2022

Size | Large Style | Value

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 0.413
International Equity 0.000
Listed Property 97.048
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.539
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 06 May 2022

APIR Code LIF0140AU
Legal Type Investment Bond
Status Open
Category Equity Australia Real Estate
Entry Price $ 1.9845
Exit Price $ 1.9845
Exit Price
1 Week Change $
-0.1160

Morningstar Ratings

Overall 5
3 Year 4
5 Year 5
10 Year  

Prosective Fees & Costs

as at --

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