Morningstar Fund Report
Lifeplan Investment Bd-CFS FC Glbl Shr
Performance
30 Apr 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-CFS FC Glbl Shr

Index: MSCI World Ex Australia NR AUD

Category: Equity World Large Blend
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 4.27 | 2.93 | 19.52 | -7.47 |
+/- Cat | -3.30 | 1.48 | 2.62 | -4.67 |
+/- Index | -7.67 | -2.25 | -7.98 | -6.32 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.83 | -1.25 | 0.33 | 30 / 34 |
3 Month | -7.85 | -1.62 | 1.48 | 28 / 34 |
1 Year | -4.14 | -4.91 | -8.88 | 28 / 30 |
3 Year | 4.50 | -0.65 | -5.57 | 21 / 30 |
5 Year | 5.76 | -0.86 | -5.61 | 16 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.02 | 8.72 | 12.05 |
Sharpe Ratio | 0.54 | 0.57 | 0.83 |
R-Squared | 90.74 | 78.85 | -- |
Beta | 0.63 | 0.64 | -- |
Alpha | -1.96 | -1.31 | -- |
Fund Details
Fund Inception | 01 May 2012 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | Colonial First State Investments Limited |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
3.18 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022

Size | Large Style | Growth
Asset Allocation
% as at 31 Mar 2022
Domestic Equity | 2.358 |
International Equity | 93.790 |
Listed Property | 0.568 |
Unlisted Property | 0.028 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 3.255 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 12 May 2022
APIR Code | LIF0142AU |
Legal Type | Investment Bond |
Status | Open |
Category | Equity World Large Blend |
Entry Price $ | 2.2342 |
Exit Price $ | 2.2342 |
Exit Price 1 Week Change $ |
-0.0263 |
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 | -- / -- |