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Lifeplan Investment Bond Platypus Australian Equities Open (LP68277043)

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2.797 -0.020    -0.59%
13/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Australian Unity Limited
ISIN:  AU60LIF01111 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.22M
Lifeplan Investment Bond Platypus Australian Equit 2.797 -0.020 -0.59%

Lifeplan Investment Bond Platypus Australian Equities Open Overview

 
Find basic information about the Lifeplan Investment Bond Platypus Australian Equities Open mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP68277043 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60LIF01111)
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Rating
1-Year Change16.05%
Prev. Close2.813
Risk Rating
TTM Yield0%
ROE19.32%
IssuerAustralian Unity Limited
TurnoverN/A
ROA9.29%
Inception DateMay 01, 2012
Total Assets1.22M
ExpensesN/A
Min. Investment1,000
Market Cap19.19B
CategoryEquity Australia Large Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1177 1076 1250 1149 1414 2195
Fund Return 17.73% 7.56% 25.01% 4.73% 7.17% 8.18%
Place in category 1 1 1 6 2 1
% in Category 1 1 1 72 20 1

Top Equity Funds by Australian Unity Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60WFS05472 383.11M 4.09 8.72 6.24
  Australian Unity A REIT Fund 94.08M 9.93 1.97 6.72
  Lifeplan Investment Bond Colonial F 83.8M 4.80 1.63 2.30
  Lifeplan Education Savings Plan Hig 19.74M 9.86 5.50 7.45
  Lifeplan Investment Bond MLC Horiz 7.5M 4.92 2.43 2.31

Top Funds for Equity Australia Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Greencape Wholesale Broadcap Fund 1.76B 17.76 8.70 10.50
  Bennelong Concentrated Australian E 1.09B 10.90 -3.70 11.14
  Greencape Wholesale High Conviction 971.84M 17.80 10.12 10.52
  AU60BFL00019 879M 11.35 -2.38 10.37
  CFS Wholesale Industrial Share 597.91M 18.43 8.56 9.84

Top Holdings

Name ISIN Weight % Last Change %
  Rio Tinto Ltd AU000000RIO1 7.47 116.830 +0.58%
  Reece AU000000REH4 5.52 23.11 +1.09%
  Goodman Group AU000000GMG2 5.25 36.890 +0.99%
  Wisetech Global AU000000WTC3 5.00 122.04 -1.59%
  Cochlear AU000000COH5 4.66 295.62 -0.37%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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