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About

Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 2 CSO

Retail

Fund Report | Report generated 19 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-MLC Horizon 2 CSO
Index
Index: Morningstar AUS Mod Tgt Alloc NR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 2.68 -2.17 6.03 -1.51
+/- Cat -0.68 -1.50 0.28 0.30
+/- Index -5.55 -3.69 -2.03 2.52

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.67 0.18 1.04 7 / 49
3 Month -1.30 0.42 2.24 10 / 50
1 Year -0.69 0.07 1.50 23 / 47
3 Year 0.93 -0.46 -1.61 27 / 47
5 Year 1.36 -0.38 -2.34 23 / 40

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 3.8 3.66 5.48
Sharpe Ratio 0.17 0.26 0.42
R-Squared 85.68 88.63 --
Beta 0.64 0.63 --
Alpha -0.84 -0.49 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager MLC Investments Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2022)
6.97
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Jan 2022

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 9.932
International Equity 16.059
Listed Property 1.578
Unlisted Property 0.000
Domestic Fixed Interest 37.077
International Fixed Interest 20.061
Cash 7.035
Other 8.258

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 12 May 2022

APIR Code LIF0125AU
Legal Type Investment Bond
Status Open
Category Multisector Moderate
Entry Price $ 1.2948
Exit Price $ 1.2948
Exit Price
1 Week Change $
-0.0142

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Prosective Fees & Costs

as at --

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