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Lifeplan Investment Bond Platypus Australian Equities Open (LP68277043)

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2.571 +0.030    +1.13%
07/05 - Closed. Currency in AUD ( Disclaimer )
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 2.571 +0.030 +1.13%

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 17.011
Price to Book 4.284 2.487
Price to Sales 4.014 2.233
Price to Cash Flow 12.757 9.002
Dividend Yield 1.609 3.924
5 Years Earnings Growth 9.974 8.030

Sector Allocation

Name  Net % Category Average
Healthcare 19.320 11.110
Basic Materials 18.820 22.344
Technology 17.080 5.842
Consumer Cyclical 12.500 10.242
Industrials 9.000 7.143
Financial Services 7.950 23.836
Real Estate 7.610 4.703
Communication Services 5.190 5.866
Consumer Defensive 2.530 5.849

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 6.07 280.00 -2.42%
  Reece AU000000REH4 5.91 26.08 -4.57%
  BHP Group Ltd AU000000BHP4 5.42 44.890 +0.79%
  Rio Tinto Ltd AU000000RIO1 5.21 132.150 +1.35%
  Block AU0000187353 5.03 107.34 -0.50%
  Goodman Group AU000000GMG2 5.03 34.350 -1.09%
  Wisetech Global AU000000WTC3 3.97 98.05 -3.64%
  Cochlear AU000000COH5 3.85 330.39 -2.51%
  Aristocrat Leisure AU000000ALL7 3.74 46.280 +1.16%
  Rea Group AU000000REA9 3.65 188.59 -1.76%

Top Equity Funds by Australian Unity Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60WFS05472 350.66M 0.36 8.41 6.28
  Australian Unity A REIT Fund 102.6M 0.48 2.58 6.96
  Lifeplan Investment Bond Colonial F 83.8M 0.86 0.59 2.20
  Lifeplan Education Savings Plan Hig 19.74M 0.41 5.54 6.89
  Lifeplan Investment Bond MLC Horiz 6.49M 1.04 1.59 2.21
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