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  5. Lifeplan Investment Bond - AUIAcorn Microcap - Managed fund profile

Lifeplan Investment Bond - AUIAcorn Microcap - Managed Fund (Closed)

Fund Objective
Aims to uncover significant invesment opportunities for capital growth over the long term.
Fund Strategy
To invest primarily in microcap Australian companies listed or soon to be listed on the Australian Securities Exchange. Microcaps are defined as the companies falling outside the top 250 companies on the ASX ranked by market capitalisation.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.04% -0.1% -0.18% -0.25% -0.04% 5.22% 3.69% -%
Growth return -0.04% -0.1% -0.18% -0.25% -0.04% 5.22% 3.69% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 8.41% 12.42% 16.72% 23.4% 15.71% 9.81% 7.91% 9.19%
As at 31 May 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Lifeplan Investment Bond - AUIAcorn Microcap
Australian Equities
58.07%
Cash
41.93%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.27%
Cash
3.90%
International Equities
3.88%
Property & Infrastructure
0.34%
Fixed Interest
0%
Alternatives
0.60%

General Information

Fund Details
Type Description
Lifeplan Investment Bond - AUIAcorn Microcap
Closed
Lifeplan Australia Friendly Society Ltd
LIF0110AU
Equity Australia Mid/Small Blend
Not Rated
Investment Fund
1 May 2012
$0 million (as at 31 Jul 2020)
$1.1356 (as at 29 Jun 2020)
$1.1356 (as at 29 Jun 2020)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Aug 2018)

Holding (as at 31 Aug 2018) Type % of Portfolio
Vimy Resources Ltd Equity 14%
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FAQs about the Lifeplan Investment Bond - AUIAcorn Microcap

The objective of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is Aims to uncover significant invesment opportunities for capital growth over the long term.

The strategy of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is To invest primarily in microcap Australian companies listed or soon to be listed on the Australian Securities Exchange. Microcaps are defined as the companies falling outside the top 250 companies on the ASX ranked by market capitalisation.

The APIR code of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is LIF0110AU.

Lifeplan Investment Bond - AUIAcorn Microcap’s total return last month was -0.04%. This was made up of a growth return of -0.04% and an income return of 0%. These returns were calculated as at 31 May 2020.

Lifeplan Investment Bond - AUIAcorn Microcap’s total return for the last three months was -0.1%. This was made up of a growth return of -0.1% and an income return of 0%%. These returns were calculated as at 31 May 2020.

Lifeplan Investment Bond - AUIAcorn Microcap’s one-year total return is -0.25%. This was made up of a growth return of -0.25% and an income return of 0%. These returns were calculated as at 31 May 2020.

Lifeplan Investment Bond - AUIAcorn Microcap’s one-year total return is 5.22%. This was made up of a growth return of 5.22% and an income return of 0%. These returns were calculated as at 31 May 2020.

The asset allocation of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is :

Australian Equities
58.07%
Cash
41.93%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is Lifeplan Australia Friendly Society Ltd.

The Lifeplan Investment Bond - AUIAcorn Microcap managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 31 Jul 2020, the size of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund was $0 million.

The Lifeplan Investment Bond - AUIAcorn Microcap managed fund has an inception date of 1 May 2012.

The current entry price of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is $1.1356 per unit and the current exit price is $1.1356 per unit (as at 29 Jun 2020).

The current exit price of the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is $1.1356 per unit and the current entry price is $1.1356 per unit (as at 29 Jun 2020).

The minimum initial investment amount for the Lifeplan Investment Bond - AUIAcorn Microcap managed fund is $1,000. Minimum additional investment is $100.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.