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Lifeplan Education Savings Plan Balanced (LP65098851)

Sydney

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1.840 -0.004 -0.21%

15/04 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 20.47M

Type: Fund

Market: Australia

Issuer: Australian Unity Limited

ISIN: AU60LIF00105

Asset Class: Bond

General
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LP65098851 Holdings

Comprehensive information about top holdings and Key Holding Information for the Lifeplan Education Savings Plan Balanced (LP65098851) fund. Our Lifeplan Education Savings Plan Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	9.100	13.710	4.610
Stocks	37.950	37.950	0.000
Bonds	5.910	7.290	1.380
Other	47.040	47.040	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.044	15.439
Price to Book	2.319	2.027
Price to Sales	2.381	1.597
Price to Cash Flow	11.221	7.862
Dividend Yield	4.076	3.635
5 Years Earnings Growth	7.588	9.097

Sector Allocation

Name	Net %	Category Average
Financial Services	20.270	17.847
Basic Materials	14.300	9.041
Real Estate	13.060	7.905
Healthcare	12.300	9.958
Technology	11.910	12.960
Industrials	9.140	9.852
Consumer Cyclical	6.330	9.419
Consumer Defensive	5.580	5.540
Communication Services	4.270	6.602
Energy	2.830	6.995

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Cfs Wholesale Core Fi Fund	-	35.55	-	-
CFS Wholesale Industrial Share	AU60FSF00767	25.03	1.540	+0.10%
First Sentier Wholesale Strategic Cash	AU60FSF00759	14.43	-	-
Realindex Global Diversified Alpha	-	10.10	-	-
Stewart W Worldwide Leaders Sust	AU60FSF00478	10.00	-	-
FSI Wholesale Global Property Securities	AU60FSF04546	4.84	-	-
FSI Multi-Asset Real Return	AU60FSF14222	0.02	-	-

Top Bond Funds by Australian Unity Limited

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Lifeplan Investment Bond Vanguar		10.67M	0.57	-1.40	1.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Lifeplan Educatio.	1.840	-0.004	-0.21%