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  5. ART QSuper Australian Shares - Income - Managed fund profile

ART QSuper Australian Shares - Income - Managed Fund

Fund Strategy
To match the return of the MSCI World Developed Markets ex-Australia net dividends reinvested accumulation index, hedged after fees and tax.

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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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 2.33% 2.94% 13% 20.32% 18.06% 6.94% 11.21% 10.18%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
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
0.06%
International Equities
98.26%
Cash
1.45%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
ART QSuper Australian Shares - Income
Equity World - Currency Hedged
starstarstarstar (as at 30 Jun 2024)
Allocated Pension
29 Dec 2004
$580.24 million (as at 30 Jun 2024)
n/a
n/a
Finalised
Offer information
Type Description
MER 0.23% (as at 1 Jul 2023)
Minimum initial investment

FAQs about the ART QSuper Australian Shares - Income

The objective of the ART QSuper Australian Shares - Income managed fund is

The strategy of the ART QSuper Australian Shares - Income managed fund is To match the return of the MSCI World Developed Markets ex-Australia net dividends reinvested accumulation index, hedged after fees and tax.

The APIR code of the ART QSuper Australian Shares - Income managed fund is .

ART QSuper Australian Shares - Income’s total return last month was 2.33%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

ART QSuper Australian Shares - Income’s total return for the last three months was 2.94%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2024.

ART QSuper Australian Shares - Income’s one-year total return is 20.32%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

ART QSuper Australian Shares - Income’s one-year total return is 6.94%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the ART QSuper Australian Shares - Income managed fund is :

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

The ART QSuper Australian Shares - Income managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Jun 2024, the size of the ART QSuper Australian Shares - Income managed fund was $580.24 million.

The ART QSuper Australian Shares - Income managed fund has an inception date of 29 Dec 2004.

The current entry price of the ART QSuper Australian Shares - Income managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the ART QSuper Australian Shares - Income managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the ART QSuper Australian Shares - Income managed fund 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.