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Lifeplan Investment Bond Platypus Australian Equities Open (LP68277043)

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2.502 +0.020    +0.89%
22/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.22M
Type:  Fund
Market:  Australia
Issuer:  Australian Unity Limited
ISIN:  AU60LIF01111 
Asset Class:  Equity
Lifeplan Investment Bond Platypus Australian Equit 2.502 +0.020 +0.89%

LP68277043 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Lifeplan Investment Bond Platypus Australian Equit (LP68277043) fund. Our Lifeplan Investment Bond Platypus Australian Equit portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.870 1.870 0.000
Stocks 98.130 98.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 24.542 17.064
Price to Book 4.284 2.460
Price to Sales 4.014 2.215
Price to Cash Flow 12.757 8.849
Dividend Yield 1.609 3.942
5 Years Earnings Growth 9.974 7.934

Sector Allocation

Name  Net % Category Average
Healthcare 19.320 11.229
Basic Materials 18.820 22.118
Technology 17.080 5.809
Consumer Cyclical 12.500 10.002
Industrials 9.000 7.581
Financial Services 7.950 23.943
Real Estate 7.610 4.642
Communication Services 5.190 5.893
Consumer Defensive 2.530 5.888

Region Allocation

  • North America
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 5

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 6.07 275.80 +0.15%
  Reece AU000000REH4 5.91 27.49 +1.29%
  BHP Group Ltd AU000000BHP4 5.42 42.410 +0.07%
  Rio Tinto Ltd AU000000RIO1 5.21 129.240 +0.11%
  Block AU0000187353 5.03 116.44 +9.83%
  Goodman Group AU000000GMG2 5.03 32.630 +2.71%
  Wisetech Global AU000000WTC3 3.97 92.27 +1.16%
  Cochlear AU000000COH5 3.85 320.82 +1.43%
  Aristocrat Leisure AU000000ALL7 3.74 39.920 +2.31%
  Rea Group AU000000REA9 3.65 180.40 +1.98%

Top Equity Funds by Australian Unity Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60WFS05472 350.66M 1.67 9.19 6.49
  Australian Unity A REIT Fund 102.6M 7.37 5.98 8.19
  Lifeplan Investment Bond Colonial F 83.8M 1.86 1.20 2.35
  Lifeplan Education Savings Plan Hig 19.74M 2.21 7.13 7.08
  Lifeplan Investment Bond MLC Horiz 6.49M 1.92 2.23 2.38
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