InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. ART QSuper Diversified Bonds - Managed fund profile

ART QSuper Diversified Bonds - Managed Fund

Fund Strategy
To match the return of a 40% Australian and 60% international diversified bonds index (hedged in AUD), after fees and tax.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.4% -0.35% -0.03% 3.72% 1.55% -1.96% -0.11% 1.81%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.41% 1.15% 2.25% 3.58% 4.56% 3.13% -0.32% 2.05%
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
Fixed Interest
96.82%
International Equities
0%
Cash
3.15%
Alternatives
0.03%

General Information

Fund Details
Type Description
ART QSuper Diversified Bonds
Bonds - Global / Australia
starstarstar (as at 30 Jun 2024)
Superannuation Fund
29 Dec 2004
$274.57 million (as at 30 Jun 2024)
n/a
n/a
Finalised
Offer information
Type Description
MER 0.19% (as at 1 Jul 2023)
Minimum initial investment

FAQs about the ART QSuper Diversified Bonds

The objective of the ART QSuper Diversified Bonds managed fund is

The strategy of the ART QSuper Diversified Bonds managed fund is To match the return of a 40% Australian and 60% international diversified bonds index (hedged in AUD), after fees and tax.

The APIR code of the ART QSuper Diversified Bonds managed fund is .

ART QSuper Diversified Bonds’s total return last month was 0.4%. 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 Diversified Bonds’s total return for the last three months was -0.35%. 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 Diversified Bonds’s one-year total return is 3.72%. 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 Diversified Bonds’s one-year total return is -1.96%. 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 Diversified Bonds managed fund is :

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

The ART QSuper Diversified Bonds managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 30 Jun 2024, the size of the ART QSuper Diversified Bonds managed fund was $274.57 million.

The ART QSuper Diversified Bonds managed fund has an inception date of 29 Dec 2004.

The current entry price of the ART QSuper Diversified Bonds managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the ART QSuper Diversified Bonds managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the ART QSuper Diversified Bonds 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.