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About

Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 4 BO

Retail

Fund Report | Report generated 20 Jan 2022 |

Performance

31 Dec 2021

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 Dec-21
Fund 4.79 -1.79 14.14 2.30
+/- Cat 0.08 0.23 0.46 -0.85
+/- Index -5.04 -0.73 -6.24 -2.21

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.80 -0.53 -1.13 82 / 86
3 Month 1.26 -0.76 -1.93 81 / 86
1 Year 9.44 -0.50 -4.91 46 / 85
3 Year 7.39 -0.20 -4.97 39 / 79
5 Year 6.20 0.62 -3.05 13 / 78

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.87 7.22 10.36
Sharpe Ratio 1 1 1.13
R-Squared 97.57 94.49 --
Beta 0.66 0.68 --
Alpha -0.83 -0.89 --

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 30 Nov 2021)
21.00
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 30 Sep 2021

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 22.083
International Equity 35.110
Listed Property 4.791
Unlisted Property 0.000
Domestic Fixed Interest 13.733
International Fixed Interest 10.384
Cash 5.411
Other 8.488

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 14 Jan 2022

APIR Code LIF0127AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.8186
Exit Price $ 1.8186
Exit Price
1 Week Change $
-0.0057

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 -- / --