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

Fund: Lifeplan Investment Bd-CFS FC Growth

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 3.62 | -1.21 | 15.51 | -2.10 |
+/- Cat | -1.09 | 0.80 | 1.83 | -1.80 |
+/- Index | -6.21 | -0.16 | -4.87 | -1.00 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.75 | -0.62 | 0.30 | 82 / 89 |
3 Month | -1.74 | -0.77 | -0.08 | 77 / 89 |
1 Year | -0.02 | -2.02 | -2.49 | 80 / 87 |
3 Year | 4.10 | 0.05 | -2.48 | 34 / 85 |
5 Year | 4.37 | 0.06 | -2.76 | 31 / 78 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 7.54 | 7.37 | 10.62 |
Sharpe Ratio | 0.52 | 0.54 | 0.62 |
R-Squared | 97.56 | 94.26 | -- |
Beta | 0.7 | 0.67 | -- |
Alpha | -0.68 | -0.56 | -- |
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) |
35.88 |
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 | 25.228 |
International Equity | 40.219 |
Listed Property | 8.758 |
Unlisted Property | 0.008 |
Domestic Fixed Interest | 5.590 |
International Fixed Interest | 10.875 |
Cash | 9.032 |
Other | 0.289 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 17 May 2022
APIR Code | LIF0139AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Growth |
Entry Price $ | 1.7703 |
Exit Price $ | 1.7703 |
Exit Price 1 Week Change $ |
0.0210 |
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 | -- / -- |