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About

Morningstar Fund Report

Lifeplan Investment Bd-MLC Horizon 5 GrO

Retail

Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-MLC Horizon 5 GrO
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
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 2022
Total 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 2022
3-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 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 -- / --