Morningstar Fund Report
Lifeplan Investment Bd-CFS FC Conserva
Performance
31 May 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-CFS FC Conserva

Index: Morningstar AUS Mod Tgt Alloc NR AUD

Category: Multisector Moderate
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 2.96 | 0.38 | 5.50 | -2.86 |
+/- Cat | -0.40 | 1.05 | -0.25 | -0.54 |
+/- Index | -5.27 | -1.14 | -2.56 | 2.23 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.45 | 0.10 | 0.64 | 17 / 50 |
3 Month | -1.47 | 0.15 | 2.12 | 24 / 50 |
1 Year | -2.33 | -0.59 | 1.55 | 36 / 47 |
3 Year | 1.29 | 0.13 | -0.67 | 9 / 45 |
5 Year | 1.74 | 0.14 | -1.67 | 10 / 40 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 3.2 | 3.68 | 5.53 |
Sharpe Ratio | 0.31 | 0.2 | 0.32 |
R-Squared | 92.15 | 88.9 | -- |
Beta | 0.56 | 0.63 | -- |
Alpha | 0.02 | -0.35 | -- |
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 31 May 2022) |
59.72 |
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 | 9.220 |
International Equity | 14.209 |
Listed Property | 3.567 |
Unlisted Property | 0.003 |
Domestic Fixed Interest | 10.329 |
International Fixed Interest | 21.030 |
Cash | 41.535 |
Other | 0.107 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 21 Jun 2022
APIR Code | LIF0137AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Moderate |
Entry Price $ | 1.2988 |
Exit Price $ | 1.2988 |
Exit Price 1 Week Change $ |
-0.0028 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |