Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 4 BO

Retail

Fund Report | Report generated 16 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-MLC Horizon 4 BO
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 4.79 -1.79 14.14 1.03
+/- Cat 0.08 0.23 0.46 -0.09
+/- Index -5.78 -1.14 -5.35 -1.17

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.01 0.33 1.12 9 / 88
3 Month 1.03 -0.09 -1.17 42 / 88
1 Year 14.14 0.71 -5.70 30 / 86
3 Year 5.46 0.29 -3.75 21 / 80
5 Year 6.36 0.88 -3.06 9 / 79

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.25 7.61 10.74
Sharpe Ratio 0.67 0.62 0.81
R-Squared 95.61 93.18 --
Beta 0.66 0.68 --
Alpha -0.88 -1.31 --

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 Aug 2021)
20.70
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 30 Jun 2021

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 23.612
International Equity 37.440
Listed Property 3.497
Unlisted Property 0.000
Domestic Fixed Interest 15.280
International Fixed Interest 10.585
Cash 4.859
Other 4.727

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 07 Oct 2021

APIR Code LIF0127AU
Legal Type Investment Bond
Status Open
Category Multisector Growth
Entry Price $ 1.7927
Exit Price $ 1.7927
Exit Price
1 Week Change $
-0.0092

Morningstar Ratings

Overall 4
3 Year 3
5 Year 5
10 Year  

Prosective Fees & Costs

as at --

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