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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
  • 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 2.797 -0.020 -0.59%

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 1.090 1.090 0.000
Shares 98.910 98.910 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 28.747 18.880
Price to Book 4.354 2.624
Price to Sales 4.450 2.653
Price to Cash Flow 21.672 10.989
Dividend Yield 1.733 3.433
5 Years Earnings Growth 13.173 9.306

Sector Allocation

Name  Net % Category Average
Technology 20.890 5.960
Healthcare 15.550 12.923
Basic Materials 15.390 19.978
Consumer Cyclical 15.260 9.747
Industrials 10.400 6.093
Real Estate 8.510 4.464
Financial Services 7.950 25.117
Communication Services 6.060 6.133

Region Allocation

  • North America
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 5

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%
  Fisher&Paykel Healthcare NZFAPE0001S2 4.44 34.73 +0.46%
  CAR Group AU000000CAR3 3.95 37.73 -0.24%
  Block AU0000187353 3.74 146.63 +1.40%
  Resmed DRC AU000000RMD6 3.73 37.430 +1.22%
  Xero NZXROE0001S2 3.63 168.92 +0.15%

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
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