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About

Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 4 BO

Retail

Fund Report | Report generated 28 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-MLC Horizon 4 BO
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 4.79 -1.79 14.14 -1.97
+/- Cat 0.08 0.23 0.46 -0.60
+/- Index -5.04 -0.73 -6.24 0.74

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.05 0.02 0.57 47 / 89
3 Month -1.45 -0.23 0.74 54 / 89
1 Year -0.93 -0.89 -0.44 59 / 87
3 Year 3.76 -0.09 -2.41 43 / 83
5 Year 4.66 0.61 -2.15 12 / 78

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.01 7.41 10.68
Sharpe Ratio 0.51 0.52 0.58
R-Squared 97.76 94.3 --
Beta 0.65 0.67 --
Alpha -0.45 -0.49 --

Fund Details

Fund Inception 01 May 2012
Responsible Entity Lifeplan Australia Friendly Society Ltd
Fund Manager Vanguard Investments Australia Ltd
Base Currency $A
Net Assets $Mil
(as at 31 May 2022)
20.04
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Mar 2022

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 23.190
International Equity 32.559
Listed Property 4.567
Unlisted Property 0.000
Domestic Fixed Interest 14.590
International Fixed Interest 10.175
Cash 5.529
Other 9.392

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Jun 2022

APIR Code LIF0127AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.6707
Exit Price $ 1.6707
Exit Price
1 Week Change $
-0.0172

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year  

Prosective Fees & Costs

as at --

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