InvestSMART

Aura Tactical Opportunities - Managed Fund (Closed)

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.

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 -% -% -41.81% -41.84% -23.21% -% -% -%
Growth return -48.77% -48.77% -47.98% -48.49% -% -% -% -%
Income return -% -% 6.17% 6.65% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.3% -0.32% 2.07% 5.53% 6.61% 6.23% 3.5% 4.55%
As at 30 Jun 2023. 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
6.70%
Australian Equities
21.27%
International Equities
7.18%
Cash
11.68%
Property & Infrastructure
3.51%
Fixed Interest
49.66%

General Information

Fund Details
Type Description
Aura Tactical Opportunities
Closed
AUC1949AU
Multisector Moderate
Not Rated
Investment Fund
1 Aug 2020
n/a
$0.5434 (as at 30 Jun 2023)
$0.5434 (as at 30 Jun 2023)
Finalised
Offer information
Type Description
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FAQs about the Aura Tactical Opportunities

The objective of the Aura Tactical Opportunities managed fund is

The strategy of the Aura Tactical Opportunities managed fund is

The APIR code of the Aura Tactical Opportunities managed fund is AUC1949AU.

Aura Tactical Opportunities’s total return last month was -%. This was made up of a growth return of -48.77% and an income return of -%. These returns were calculated as at 30 Jun 2023.

Aura Tactical Opportunities’s total return for the last three months was -%. This was made up of a growth return of -48.77% and an income return of -%%. These returns were calculated as at 30 Jun 2023.

Aura Tactical Opportunities’s one-year total return is -41.84%. This was made up of a growth return of -48.49% and an income return of 6.65%. These returns were calculated as at 30 Jun 2023.

Aura Tactical Opportunities’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2023.

The asset allocation of the Aura Tactical Opportunities managed fund is :

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

The Aura Tactical Opportunities managed fund belongs to the Multisector Moderate sector/asset class.

As at , the size of the Aura Tactical Opportunities managed fund was $ million.

The Aura Tactical Opportunities managed fund has an inception date of 1 Aug 2020.

The current entry price of the Aura Tactical Opportunities managed fund is $0.5434 per unit and the current exit price is $0.5434 per unit (as at 30 Jun 2023).

The current exit price of the Aura Tactical Opportunities managed fund is $0.5434 per unit and the current entry price is $0.5434 per unit (as at 30 Jun 2023).

The minimum initial investment amount for the Aura Tactical Opportunities managed fund is $.

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.