Morningstar Fund Report
Lifeplan Investment Bd-MLC Horizon 4 BO
Fund Report | Report generated 28 Jun 2022 | 
Performance
31 May 2022
Growth of $10,000
Fund: Lifeplan Investment Bd-MLC Horizon 4 BO
Index: Morningstar AUS Growth Tgt Alloc NR AUD
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 |
|
| 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 | -- / -- |