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Lifeplan Education Savings Plan Balanced (LP65098851)

Sydney

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1.969 +0.002 +0.08%

30/06 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60LIF00105

Asset Class: Bond

Morningstar Rating:
Total Assets: 20.47M

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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

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Name	Net %	Long %	Short %
Cash	13.250	14.860	1.610
Shares	49.940	49.940	0.000
Bonds	36.640	39.840	3.200
Convertible	0.140	0.140	0.000
Other	0.020	0.030	0.010

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.202	15.972
Price to Book	2.223	2.118
Price to Sales	1.623	1.722
Price to Cash Flow	8.891	8.703
Dividend Yield	2.923	3.252
5 Years Earnings Growth	9.430	9.051

Sector Allocation

Name	Net %	Category Average
Financial Services	21.240	19.943
Technology	15.360	13.436
Real Estate	10.570	6.995
Basic Materials	9.480	8.096
Consumer Cyclical	8.820	9.486
Healthcare	8.170	9.285
Industrials	7.710	9.897
Communication Services	6.370	7.114
Utilities	5.010	4.369
Energy	3.960	5.967
Consumer Defensive	3.310	5.420

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,009

Number of short holdings: 239

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.96	40.290	+3.02%
Commonwealth Bank Australia	AU000000CBA7	1.75	182.460	+0.92%
National Australia Bank	AU000000NAB4	1.31	39.190	+1.27%
Us 2yr Note (Cbt) Dec24	-	1.22	-	-
CSL	AU000000CSL8	1.14	257.38	+3.62%
Australia (Commonwealth of)	AU0000143901	0.91	-	-
Apple	US0378331005	0.91	211.18	+0.55%
Aust 3yr Bond Fut Dec24	-	0.82	-	-
Westpac Banking	AU000000WBC1	0.82	34.310	+1.81%
NVIDIA	US67066G1040	0.80	172.41	-0.34%

Top Bond Funds by Australian Unity Ltd

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Lifeplan Investment Bond Vanguar		10.67M	1.96	1.57	0.94

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