InvestSMART

Austsafe Super Growth - Managed Fund (Closed)

Fund Objective
To achieve high returns over the longer term. Earnings should exceed inflation by at least 5% averaged over greater than 5 year periods. (CPI 5%). The probability of a negative return for this option is 1 in 4.1 years.
Fund Strategy
N/A

Fund Performance Comparison

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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 2.09% 8.98% 1% 8.81% 10.87% 11.86% 10.13% 11.03%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.45% 0.07% 5.13% 9.72% 13.75% 13.16% 10.52% 10.43%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Austsafe Super Growth
Australian Equities
34%
International Equities
49.15%
Cash
1%
Property & Infrastructure
10%
Alternatives
5.85%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.31%
International Equities
48.43%
Cash
2.14%
Property & Infrastructure
4.98%
Alternatives
4.55%
Fixed Interest
5.59%

General Information

Fund Details
Type Description
Austsafe Super Growth
Closed
Austsafe Pty Ltd
Multisector Aggressive
Not Rated
Superannuation Fund
31 Dec 2001
$39.52 million (as at 28 Feb 2014)
n/a
n/a
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.47% (as at 30 Jun 2018)
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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FAQs about the Austsafe Super Growth

The objective of the Austsafe Super Growth managed fund is To achieve high returns over the longer term. Earnings should exceed inflation by at least 5% averaged over greater than 5 year periods. (CPI + 5%). The probability of a negative return for this option is 1 in 4.1 years.

The strategy of the Austsafe Super Growth managed fund is N/A

The APIR code of the Austsafe Super Growth managed fund is .

Austsafe Super Growth’s total return last month was 2.09%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2019.

Austsafe Super Growth’s total return for the last three months was 8.98%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2019.

Austsafe Super Growth’s one-year total return is 8.81%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2019.

Austsafe Super Growth’s one-year total return is 11.86%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the Austsafe Super Growth managed fund is :

Australian Equities
34%
International Equities
49.15%
Cash
1%
Property & Infrastructure
10%
Alternatives
5.85%
Fixed Interest
0%

The Responsible Entity for the Austsafe Super Growth managed fund is Austsafe Pty Ltd.

The Austsafe Super Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2014, the size of the Austsafe Super Growth managed fund was $39.52 million.

The Austsafe Super Growth managed fund has an inception date of 31 Dec 2001.

The current entry price of the Austsafe Super Growth managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Austsafe Super Growth managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Austsafe Super Growth managed fund is $0. Minimum additional investment 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.