Morningstar Fund Report
Lifeplan Investment Bd-Platinum Intl Op
Fund Report | Report generated 16 Oct 2021 | 
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Performance
30 Sep 2021
Growth of $10,000
Fund: Lifeplan Investment Bd-Platinum Intl Op
Index: MSCI World Ex Australia NR AUD
Category: Equity World Large Blend
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 0.25 | -3.06 | 16.91 | -0.61 |
| +/- Cat | -7.32 | -4.50 | 0.01 | -2.61 |
| +/- Index | -11.69 | -8.23 | -10.59 | -4.60 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.40 | 1.71 | 2.65 | 1 / 30 |
| 3 Month | -0.61 | -2.61 | -4.60 | 30 / 30 |
| 1 Year | 15.77 | -0.79 | -11.99 | 22 / 30 |
| 3 Year | 4.32 | -3.33 | -8.98 | 26 / 26 |
| 5 Year | 6.17 | -3.21 | -9.01 | 21 / 22 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.63 | 9.05 | 12.58 |
| Sharpe Ratio | 0.5 | 0.79 | 1 |
| R-Squared | 49.42 | 80.12 | -- |
| Beta | 0.43 | 0.64 | -- |
| Alpha | -1.58 | -0.96 | -- |
Fund Details
| Fund Inception | 01 May 2012 |
| Responsible Entity | Lifeplan Australia Friendly Society Ltd |
| Fund Manager | Platinum Investment Management Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Aug 2021) |
17.76 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
as at 31 Aug 2021
Size | Large Style | Blend
Asset Allocation
% as at 30 Sep 2021
| Domestic Equity | 3.414 |
| International Equity | 83.141 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 13.445 |
| Other | 0.000 |
Morningstar Sustainability Rating 
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Quick Stats
as at 07 Oct 2021
| APIR Code | LIF0116AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 2.0667 |
| Exit Price $ | 2.0667 |
| Exit Price 1 Week Change $ |
-0.0272 |
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 | -- / -- |