Morningstar Fund Report
Lifeplan Investment Bd-Platinum Intl Op
Fund Report | Report generated 30 Jun 2022 |
Read the Analyst Research Report


Performance
31 May 2022
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 | May-22 | |
---|---|---|---|---|
Fund | 0.25 | -3.06 | 16.91 | -2.68 |
+/- Cat | -7.32 | -4.50 | 0.01 | 1.02 |
+/- Index | -11.69 | -8.23 | -10.59 | -0.70 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.98 | 1.90 | 1.81 | 2 / 35 |
3 Month | -1.27 | 2.08 | 3.56 | 6 / 34 |
1 Year | -3.34 | -2.36 | -5.98 | 21 / 30 |
3 Year | 4.17 | -1.53 | -7.27 | 23 / 27 |
5 Year | 3.61 | -2.27 | -6.97 | 21 / 21 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.04 | 8.57 | 11.68 |
Sharpe Ratio | 0.51 | 0.65 | 0.96 |
R-Squared | 25.12 | 78.67 | -- |
Beta | 0.34 | 0.64 | -- |
Alpha | 0.2 | -1.65 | -- |
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 May 2022) |
17.67 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Value
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 4.259 |
International Equity | 76.764 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 18.977 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | LIF0116AU |
Legal Type | Investment Bond |
Status | Open |
Category | Equity World Large Blend |
Entry Price $ | 1.9952 |
Exit Price $ | 1.9952 |
Exit Price 1 Week Change $ |
-0.0075 |
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 | -- / -- |