Morningstar Fund Report
Lifeplan Investment Bd-CFS FC Growth
Fund Report | Report generated 22 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |