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About

Morningstar Fund Report

Lifeplan Investment Bd-CFS FC Moderate

Retail

Fund Report | Report generated 25 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-CFS FC Moderate
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 3.56 -0.42 11.34 -2.25
+/- Cat -0.63 1.30 0.23 -1.06
+/- Index -5.49 -1.13 -2.73 0.67

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.52 -0.35 0.49 34 / 42
3 Month -1.85 -0.48 1.10 32 / 42
1 Year -0.63 -1.42 -0.40 33 / 41
3 Year 3.05 -0.02 -1.52 14 / 39
5 Year 3.42 0.05 -2.06 15 / 33

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 5.8 6.34 7.81
Sharpe Ratio 0.48 0.47 0.57
R-Squared 95.79 93.54 --
Beta 0.73 0.78 --
Alpha -0.4 -0.52 --

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)
66.39
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 18.842
International Equity 30.690
Listed Property 6.294
Unlisted Property 0.006
Domestic Fixed Interest 7.548
International Fixed Interest 14.765
Cash 21.698
Other 0.157

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 May 2022

APIR Code LIF0138AU
Legal Type Investment Bond
Status Open
Category Multisector Balanced
Entry Price $ 1.5885
Exit Price $ 1.5885
Exit Price
1 Week Change $
0.0072

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Prosective Fees & Costs

as at --

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