Morningstar Fund Report
Lifeplan Investment Bd-Managed Inv Fd Op
Fund Report | Report generated 22 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: Lifeplan Investment Bd-Managed Inv Fd Op
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category: Multisector Balanced
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 4.36 | -0.96 | 9.58 | -1.55 |
| +/- Cat | 0.17 | 0.76 | -1.54 | -0.36 |
| +/- Index | -4.69 | -1.67 | -4.50 | 1.37 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.12 | 0.05 | 0.88 | 23 / 42 |
| 3 Month | 0.15 | 1.52 | 3.10 | 2 / 42 |
| 1 Year | 0.64 | -0.14 | 0.88 | 21 / 41 |
| 3 Year | 2.97 | -0.09 | -1.60 | 16 / 39 |
| 5 Year | 3.08 | -0.29 | -2.40 | 21 / 33 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.94 | 6.34 | 7.81 |
| Sharpe Ratio | 0.41 | 0.47 | 0.57 |
| R-Squared | 92.59 | 93.54 | -- |
| Beta | 0.85 | 0.78 | -- |
| Alpha | -0.96 | -0.52 | -- |
Fund Details
| Fund Inception | 01 May 2012 |
| Responsible Entity | Lifeplan Australia Friendly Society Ltd |
| Fund Manager | Lifeplan Funds Management |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Apr 2022) |
8.74 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 17 May 2022
| APIR Code | LIF0144AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Multisector Balanced |
| Entry Price $ | 1.5281 |
| Exit Price $ | 1.5281 |
| Exit Price 1 Week Change $ |
0.0046 |
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 | -- / -- |