Morningstar Fund Report
Lifeplan Investment Bd-MLC Horizon 5 GrO
Performance
31 May 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-MLC Horizon 5 GrO

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 5.25 | -2.15 | 17.36 | -1.77 |
+/- Cat | 0.47 | 0.46 | -1.05 | -0.17 |
+/- Index | -4.91 | 0.02 | -9.59 | -0.06 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.25 | -0.02 | 0.46 | 18 / 33 |
3 Month | -1.37 | 0.02 | 0.28 | 18 / 33 |
1 Year | -0.46 | -0.58 | -1.47 | 21 / 30 |
3 Year | 4.77 | -0.32 | -3.51 | 21 / 28 |
5 Year | 5.42 | 0.23 | -3.04 | 8 / 21 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.11 | 9.01 | 13.22 |
Sharpe Ratio | 0.57 | 0.57 | 0.64 |
R-Squared | 97.78 | 95.49 | -- |
Beta | 0.61 | 0.67 | -- |
Alpha | -0.52 | -0.54 | -- |
Fund Details
Fund Inception | 01 May 2012 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | MLC Investments Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 May 2022) |
18.71 |
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 | 28.457 |
International Equity | 39.545 |
Listed Property | 4.981 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 8.304 |
International Fixed Interest | 5.253 |
Cash | 4.803 |
Other | 8.657 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 21 Jun 2022
APIR Code | LIF0128AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 1.8304 |
Exit Price $ | 1.8304 |
Exit Price 1 Week Change $ |
-0.0258 |
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 | -- / -- |