InvestSMART

AIA Business Super Bond - Growth - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.74% 7.56% 3.9% 8.04% 5.06% 7.07% 7.41% 6.92%
Growth return 1.74% 7.56% 3.9% 8.04% 5.06% 7.07% 7.41% 6.92%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.08% 7.86% 7.08% 12.92% 5.67% 6.57% 7.04% 7.37%
As at 31 Jan 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.97%
Australian Equities
27.15%
International Equities
32.89%
Cash
5.60%
Property
6.66%
Fixed Interest
22.73%

General Information

Fund Details
Type Description
AIA Business Super Bond - Growth
COM0017AU
Multisector Growth
starstarstarstar (as at 31 Jan 2024)
Superannuation Fund
1 May 1994
n/a
n/a
$7.43816 (as at 23 Feb 2024)
Closed
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.98% (as at 30 Jun 2011)
Minimum initial investment $5,000.00

FAQs about the AIA Business Super Bond - Growth

The objective of the AIA Business Super Bond - Growth managed fund is

The strategy of the AIA Business Super Bond - Growth managed fund is

The APIR code of the AIA Business Super Bond - Growth managed fund is COM0017AU.

AIA Business Super Bond - Growth’s total return last month was 1.74%. This was made up of a growth return of 1.74% and an income return of 0%. These returns were calculated as at 31 Jan 2024.

AIA Business Super Bond - Growth’s total return for the last three months was 7.56%. This was made up of a growth return of 7.56% and an income return of 0%%. These returns were calculated as at 31 Jan 2024.

AIA Business Super Bond - Growth’s one-year total return is 8.04%. This was made up of a growth return of 8.04% and an income return of 0%. These returns were calculated as at 31 Jan 2024.

AIA Business Super Bond - Growth’s one-year total return is 7.07%. This was made up of a growth return of 7.07% and an income return of 0%. These returns were calculated as at 31 Jan 2024.

The asset allocation of the AIA Business Super Bond - Growth managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The AIA Business Super Bond - Growth managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the AIA Business Super Bond - Growth managed fund was $ million.

The AIA Business Super Bond - Growth managed fund has an inception date of 1 May 1994.

The current entry price of the AIA Business Super Bond - Growth managed fund is $ per unit and the current exit price is $7.43816 per unit (as at 23 Feb 2024).

The current exit price of the AIA Business Super Bond - Growth managed fund is $7.43816 per unit and the current entry price is $ per unit (as at 23 Feb 2024).

The minimum initial investment amount for the AIA Business Super Bond - Growth managed fund is $5,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.