Morningstar Fund Report
Lifeplan Investment Bd-Perpetual ConsGrO
Performance
30 Apr 2022
Growth of $10,000

Fund: Lifeplan Investment Bd-Perpetual ConsGrO

Index: Morningstar AUS Mod Tgt Alloc NR AUD

Category: Multisector Moderate
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 4.84 | 0.34 | 6.35 | 0.08 |
+/- Cat | 1.48 | 1.02 | 0.59 | 1.89 |
+/- Index | -3.39 | -1.17 | -1.71 | 4.11 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.40 | 1.26 | 2.12 | 2 / 49 |
3 Month | -0.54 | 1.17 | 3.00 | 3 / 50 |
1 Year | 1.08 | 1.84 | 3.26 | 2 / 47 |
3 Year | 2.65 | 1.26 | 0.10 | 2 / 47 |
5 Year | 2.88 | 1.15 | -0.82 | 2 / 40 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 2.76 | 3.66 | 5.48 |
Sharpe Ratio | 0.83 | 0.26 | 0.42 |
R-Squared | 77.51 | 88.63 | -- |
Beta | 0.45 | 0.63 | -- |
Alpha | 1.27 | -0.49 | -- |
Fund Details
Fund Inception | 01 May 2012 |
Responsible Entity | Lifeplan Australia Friendly Society Ltd |
Fund Manager | Perpetual Investment Management Ltd |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
11.83 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 30 Sep 2021

Size | Large Style | Value
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 9.460 |
International Equity | 10.780 |
Listed Property | 4.160 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 34.270 |
International Fixed Interest | 2.497 |
Cash | 37.730 |
Other | 1.100 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 18 May 2022
APIR Code | LIF0129AU |
Legal Type | Investment Bond |
Status | Open |
Category | Multisector Moderate |
Entry Price $ | 1.4017 |
Exit Price $ | 1.4017 |
Exit Price 1 Week Change $ |
0.0051 |
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 | -- / -- |