General Information

AUI High Growth Portfolio
Australian Unity Funds Management Ltd
Multisector Aggressive
star (as at 31 Mar 2017)
Investment Fund
31 Dec 1999
$0.82 million (as at 31 Mar 2017)
$0.6912 (as at 28 Apr 2017)
$0.6891 (as at 28 Apr 2017)

Fund performance (30 Apr 2017)

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 -3.64 -1.46 -2.23 -0.5 -0.75 4.39 7.29 1.21
Growth return -3.64 -1.46 -2.23 -12.61 -8.99 -2.28 2.42 -3.52
Income return 0 0 0 12.11 8.24 6.67 4.87 4.73

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.35 0.94 3.3 11.6 7.09 9.63 13.88 4.74

Asset Allocation (30 Apr 2017)

Australian Equities 0%
International Equities 0.10%
Cash 99.90%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The fund is typically suited to investors who: have exposure to capital growth over the long term, are comfortable with a high level of volatility and investment risk, have at least a seven-year investment outlook, and are looking for a professionally managed, diversified portfolio.
This is a diversified fund, which uses the skills of specialist investment managers that are recognised as being investment experts in a particular asset class, so as to provide diversification and returns consisting of capital growth and some income over the long term, from a diversified portfolio of investments.

Offer information

Indirect Cost Ratio (ICR) 0.95% (as at 30 Jun 2014)
Minimum initial investment $5,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

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