Morningstar Fund Report
Lifeplan Investment Bd-Platinum Intl Op
Performance
31 Jan 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-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 10.14 | 0.25 | -3.06 | 9.41 |
+/- Cat | -0.29 | -7.32 | -4.50 | 3.19 |
+/- Index | -5.25 | -11.69 | -8.23 | 0.22 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.27 | 0.27 | 0.72 | 11 / 26 |
3 Month | 7.75 | 3.78 | 1.34 | 2 / 26 |
1 Year | 3.13 | 3.28 | 2.26 | 3 / 26 |
3 Year | 1.35 | -4.62 | -9.00 | 21 / 21 |
5 Year | 5.43 | -2.12 | -6.15 | 18 / 19 |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 7.34 | 8.25 | 11.97 |
Sharpe Ratio | 0.06 | 0.63 | 0.79 |
R-Squared | 58.11 | 80.4 | -- |
Beta | 0.47 | 0.62 | -- |
Alpha | -3.97 | -0.65 | -- |
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 Dec 2020) |
16.22 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Large Style | Blend
Asset Allocation
% as at 31 Jan 2021
Domestic Equity | 4.258 |
International Equity | 88.069 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 7.673 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 01 Mar 2021
APIR Code | LIF0116AU |
Legal Type | Investment Bond |
Status | Open |
Category | Equity World Large Blend |
Entry Price $ | 2.0687 |
Exit Price $ | 2.0687 |
Exit Price 1 Week Change $ |
0.0138 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
ICR pa (--) | -- |
Max Management Fee pa![]() |
1.54% |
Max Admin Fee pa![]() |
0.60% |
Performance Fee pa (--) |
-- |
Max Brokerage | 0.0000 |