Morningstar Fund Report
Lifeplan Investment Bd-Platinum Intl Op
Fund Report | Report generated 30 Jun 2022 | 
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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 2022| Total 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 2022| 3-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 
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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 |
|
| 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 | -- / -- |