Morningstar Fund Report
Lifeplan Investment Bd-Vanguard AuSh Idx
Fund Report | Report generated 25 May 2022 |
Read the Analyst Research Report


Performance
30 Apr 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-Vanguard AuSh Idx

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Blend
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 8.33 | -4.99 | 19.97 | 3.54 |
+/- Cat | 3.29 | -0.78 | 1.31 | -0.06 |
+/- Index | -3.22 | 2.69 | -7.83 | -1.72 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.66 | -0.18 | 0.20 | 30 / 49 |
3 Month | 5.79 | 1.03 | -2.46 | 10 / 49 |
1 Year | 6.90 | 0.31 | -3.26 | 16 / 42 |
3 Year | 6.99 | 0.28 | -2.43 | 16 / 44 |
5 Year | 6.71 | 0.72 | -2.10 | 10 / 34 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.41 | 12.29 | 17.65 |
Sharpe Ratio | 0.58 | 0.53 | 0.58 |
R-Squared | 99.71 | 91.14 | -- |
Beta | 0.7 | 0.67 | -- |
Alpha | -0.04 | -0.32 | -- |
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 Apr 2022) |
95.91 |
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 30 Apr 2022
Domestic Equity | 100.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.000 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 18 May 2022
APIR Code | LIF0133AU |
Legal Type | Investment Bond |
Status | Open |
Category | Equity Australia Large Blend |
Entry Price $ | 1.9813 |
Exit Price $ | 1.9813 |
Exit Price 1 Week Change $ |
0.0250 |
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 | -- / -- |