General Information

Austock Imp Bd-Vanguard Growth Index
Austock Life Limited
ALL0035AU
Multisector Growth
Not Rated
n/a
Not Rated
Managed Funds
22 Jul 2016
n/a
$1.0215 (as at 20 Feb 2017)
$1.0215 (as at 20 Feb 2017)

Fund performance (31 Jan 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 -0.53 2.61 - - - - - -
Growth return -0.53 2.61 - - - - - -
Income return 0 0 - - - - - -

Morningstar index (Mstar PG IBd Multisector Growth Idx)

Total return -0.33 2.41 1.08 6.05 2.63 4.69 6.4 2.46

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 2017)

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

Objectives and Strategy

To match (before tax and fees) an investment benchmark, which is weighted combination of relevant market indices used by the MIT selected as appointed manager, by investing in a Diversified Conservative Fund holding a diversified range of index linked sector specfic funds.
The Fund seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax. The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. It is biased towards growth assets, and is designed for investors seeking long-term capital growth. The Fund targets a 30% allocation to income asset classes and a 70% allocation to growth asset classes.

Offer information

Minimum initial investment $5,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $500.00

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund