Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.24% | 2.66% | 5.98% | 7.26% | 4.65% | 4.62% | 4.66% | 5.13% |
Growth return | 1.24% | 2.66% | 5.98% | 7.26% | 4.65% | 4.62% | 4.66% | 5.13% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
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Total return | 1.42% | 4.1% | 5.63% | 9.6% | 10.37% | 9.02% | 6.33% | 6.31% |
Type | Description |
AV Stable Growth Super | |
Multisector Balanced | |
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|
Superannuation Fund | |
1 Oct 2002 | |
n/a | |
$3.27632 (as at 26 Apr 2024) | |
$3.27632 (as at 26 Apr 2024) | |
Finalised |
Type | Description |
MER | 1% (as at 1 Nov 2023) |
The objective of the AV Stable Growth Super managed fund is To achieve a return, after fees and tax, which exceeds Consumer Price Index (CPI) over rolling ten-year periods: By 1.5% p.a. for super members By 2% p.a. for income stream members.
The strategy of the AV Stable Growth Super managed fund is
The APIR code of the AV Stable Growth Super managed fund is .
AV Stable Growth Super’s total return last month was 1.24%. This was made up of a growth return of 1.24% and an income return of 0%. These returns were calculated as at 31 Mar 2024.
AV Stable Growth Super’s total return for the last three months was 2.66%. This was made up of a growth return of 2.66% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.
AV Stable Growth Super’s one-year total return is 7.26%. This was made up of a growth return of 7.26% and an income return of 0%. These returns were calculated as at 31 Mar 2024.
AV Stable Growth Super’s one-year total return is 4.62%. This was made up of a growth return of 4.62% and an income return of 0%. These returns were calculated as at 31 Mar 2024.
The asset allocation of the AV Stable Growth Super managed fund is :
The AV Stable Growth Super managed fund belongs to the Multisector Balanced sector/asset class.
As at , the size of the AV Stable Growth Super managed fund was $ million.
The AV Stable Growth Super managed fund has an inception date of 1 Oct 2002.
The current entry price of the AV Stable Growth Super managed fund is $3.27632 per unit and the current exit price is $3.27632 per unit (as at 26 Apr 2024).
The current exit price of the AV Stable Growth Super managed fund is $3.27632 per unit and the current entry price is $3.27632 per unit (as at 26 Apr 2024).
The minimum initial investment amount for the AV Stable Growth Super 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.