Morningstar Fund Report
Lifeplan Investment Bd-MLC Horizon 4 BO
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |