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About

Morningstar Fund Report

Lifeplan Investment Bd-Managed Inv Fd Op

Retail

Fund Report | Report generated 26 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Managed Inv Fd Op
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 4.36 -0.96 9.58 1.32
+/- Cat 0.17 0.76 -1.54 0.60
+/- Index -5.27 -1.67 -4.51 -0.33

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.15 0.12 0.65 15 / 41
3 Month 1.32 0.60 -0.33 3 / 41
1 Year 10.16 -0.78 -4.07 15 / 41
3 Year 4.46 0.17 -3.27 16 / 35
5 Year 4.18 -0.30 -3.54 19 / 34

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.71 6.54 8.06
Sharpe Ratio 0.58 0.6 0.88
R-Squared 94.11 92.61 --
Beta 0.81 0.78 --
Alpha -1.84 -1.65 --

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 31 Aug 2021)
9.16
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Oct 2021

APIR Code LIF0144AU
Legal Type Investment Bond
Status Open
Category Multisector Balanced
Entry Price $ 1.6162
Exit Price $ 1.6162
Exit Price
1 Week Change $
0.0155

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --