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Credit Suisse SupRO - Capital Stable

Credit Suisse SupRO - Capital Stable

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General Information
Fund Name Credit Suisse SupRO - Capital Stable
Fund Status Closed
Manager Aberdeen Asset Management Limited
APIR Code CSA0023AU  
Sector/Asset Class Multisector Moderate  
Morningstar Rating  (as at 31st Oct 2006) More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Superannuation Fund  
Fund Inception 9th Mar 1994
Fund Size $5.55 million (as at 31st Oct 2006) 
Entry Price $1.4634 (as at 22nd Nov 2006) 
Exit Price $1.4634 (as at 22nd Nov 2006) 
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Fund Performance (as at 31st Oct 2006) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return 1.15 3.48 2.61 8.97 8.12 7.59 5.27 -
Growth Return 1.15 3.48 2.61 8.97 8.12 7.59 5.27 -
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
Morningstar Index
(Mstar PG Sup Multisector Moderate Idx) More information...
Total Return 0.30 1.48 -0.24 1.63 2.69 4.67 1.72 3.66
Market Index
(Morningstar Aus Msec Moderate TR AUD)
Total Return 1.72 2.25 3.23 3.82 5.10 6.27 3.00 5.46


Asset Allocation (as at 31st Dec 2011) More information...
Domestic Shares 24.9%
International Shares 0%
Cash 35.2%
Listed Property 12.2%
Direct Property 0%
Domestic Fixed Interest 17.9%
International Fixed Interest 9.8%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To provide exposure to a range of sectors to generate income, including franking credits, that matches or exceeds the official RBA cash rate, with capital growth potential over the medium to long-term.
Fund Strategy The underlying asset classes include Australian equities, listed property, credit, cash and foreign assets. The allocation of investments will be determined by: the likelihood of future asset class yields exceeding the target yield, analysis of economic factors which influence the business cycle, and consideration of asset valuations.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 2.8%
Minimum Initial Investment $5,000

Top 10 Holdings (as at 30th Sep 2010)
Holding Type % of Portfolio
Westfield Group Stock 37.72
Login now to view the complete list of holdings.

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


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