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About

Morningstar Fund Report

Lifeplan Investment Bd-Vanguard IntlFI H

Retail

Fund Report | Report generated 29 May 2022 |  Read the Analyst Research Report

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Lifeplan Investment Bd-Vanguard IntlFI H
Index
Index: Bloomberg Global Aggregate TR Hdg AUD
Category
Category: Bonds - Global

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 4.26 3.12 -1.55 -5.12
+/- Cat 0.74 0.71 -1.73 1.16
+/- Index -2.97 -2.06 -1.38 2.53

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.64 0.74 1.25 1 / 5
3 Month -3.84 1.11 2.34 1 / 5
1 Year -4.75 1.31 2.25 1 / 5
3 Year -0.65 0.14 -0.51 2 / 4
5 Year 0.32 0.23 -0.92 2 / 4

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 2.79 3.6 3.95
Sharpe Ratio -0.35 -0.31 -0.11
R-Squared 91.28 81.29 --
Beta 0.67 0.81 --
Alpha -0.68 -0.82 --

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)
6.10
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 30 Apr 2022

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 1.804
International Fixed Interest 98.196
Cash 0.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 May 2022

APIR Code LIF0135AU
Legal Type Investment Bond
Status Open
Category Bonds - Global
Entry Price $ 1.1787
Exit Price $ 1.1787
Exit Price
1 Week Change $
-0.0022

Morningstar Ratings

Overall 0
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 -- / --