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  5. ART Australian Shares Sup - Managed fund profile

ART Australian Shares Sup - Managed Fund

Fund Objective
To beat the performance benchmark by 1% p.a. before investment tax but after investment fees over rolling 5-year periods.
Fund Strategy
The fund invests in Australian shares.

Fund Performance Comparison

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Fees Comparison

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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 1.27% -0.94% 5.13% 12.61% 13.34% 6.92% 7.64% 8.34%
Growth return 1.27% -0.94% 5.13% 12.61% 13.34% 6.92% 7.64% 8.34%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Jun 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
Australian Equities
93.72%
International Equities
4.82%
Cash
-0.78%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
ART Australian Shares Sup
Equity Australia Large Blend
starstarstarstar (as at 30 Jun 2024)
Superannuation Fund
25 Oct 2002
$1252.93 million (as at 30 Jun 2024)
$6.61949 (as at 30 Jun 2024)
$6.61949 (as at 30 Jun 2024)
Finalised
Offer information
Type Description
MER 0.31% (as at 1 Jul 2023)
Indirect Cost Ratio (ICR) 0.52% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.03
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ART Australian Shares Sup

The objective of the ART Australian Shares Sup managed fund is To beat the performance benchmark by 1% p.a. before investment tax but after investment fees over rolling 5-year periods.

The strategy of the ART Australian Shares Sup managed fund is The fund invests in Australian shares.

The APIR code of the ART Australian Shares Sup managed fund is .

ART Australian Shares Sup’s total return last month was 1.27%. This was made up of a growth return of 1.27% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

ART Australian Shares Sup’s total return for the last three months was -0.94%. This was made up of a growth return of -0.94% and an income return of 0%%. These returns were calculated as at 30 Jun 2024.

ART Australian Shares Sup’s one-year total return is 12.61%. This was made up of a growth return of 12.61% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

ART Australian Shares Sup’s one-year total return is 6.92%. This was made up of a growth return of 6.92% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the ART Australian Shares Sup managed fund is :

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

The ART Australian Shares Sup managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Jun 2024, the size of the ART Australian Shares Sup managed fund was $1252.93 million.

The ART Australian Shares Sup managed fund has an inception date of 25 Oct 2002.

The current entry price of the ART Australian Shares Sup managed fund is $6.61949 per unit and the current exit price is $6.61949 per unit (as at 30 Jun 2024).

The current exit price of the ART Australian Shares Sup managed fund is $6.61949 per unit and the current entry price is $6.61949 per unit (as at 30 Jun 2024).

The minimum initial investment amount for the ART Australian Shares Sup managed fund is $0. Minimum additional investment is $0.

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.