Morningstar Fund Report
Lifeplan Investment Bd-CFS FC Glbl Shr
Fund Report | Report generated 21 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |