AXA SD BUS - Series 2 Secure - Managed Fund (Closed)

Fund Objective

To provide some growth in your investment over the short to medium term with smaller fluctuations in value than the other multi-manager diversified portfolios.To obtain a rate of return net of investment tax and investment management fees that is consistently greater than 2.0% pa over the short to medium term and maintain a high probability of achieving a positive return each year.

Fund Strategy

To invest predominantly in defensive assets such as cash and fixed interest with a benchmark allocation of 30% invested in growth assets such as equities and property.To invest using a range of complementary specialist investment managers.

Fund Performance Comparison

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Peers

Benchmark ({{ fund.benchmark.name }})

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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

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	-%	-%	-%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return	0.42%	-0.06%	-0.54%	2.24%	4.39%	3.43%	1.65%	2.57%

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: 1.78%

Australian Equities: 8.13%

International Equities: 4.21%

Cash: 26.02%

Property & Infrastructure: 0.98%

Fixed Interest: 58.88%

General Information

Fund Details

Type	Description
Fund Name	AXA SD BUS - Series 2 Secure
Fund Status	Closed
Responsible Entity	AMP-N.M. Superannuation Pty Limited
APIR Code	NML0456AU
Sector/Asset Class	Multisector Conservative
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	17 Nov 2003
Fund Size	n/a
Entry Price	n/a
Exit Price	n/a
Fund Status	Finalised

Offer information

Type	Description
Standard entry fee	5%

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FAQs about the AXA SD BUS - Series 2 Secure

What is the objective of the AXA SD BUS - Series 2 Secure managed fund?

The objective of the AXA SD BUS - Series 2 Secure managed fund is To provide some growth in your investment over the short to medium term with smaller fluctuations in value than the other multi-manager diversified portfolios.To obtain a rate of return net of investment tax and investment management fees that is consistently greater than 2.0% pa over the short to medium term and maintain a high probability of achieving a positive return each year.

What is the strategy for the AXA SD BUS - Series 2 Secure managed fund?

The strategy of the AXA SD BUS - Series 2 Secure managed fund is To invest predominantly in defensive assets such as cash and fixed interest with a benchmark allocation of 30% invested in growth assets such as equities and property.To invest using a range of complementary specialist investment managers.

What is the APIR code of the AXA SD BUS - Series 2 Secure managed fund?

The APIR code of the AXA SD BUS - Series 2 Secure managed fund is NML0456AU.

What was AXA SD BUS - Series 2 Secure’s total return last month?

AXA SD BUS - Series 2 Secure’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What was AXA SD BUS - Series 2 Secure’s total return for the last three months?

AXA SD BUS - Series 2 Secure’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

What is AXA SD BUS - Series 2 Secure’s one-year total return?

AXA SD BUS - Series 2 Secure’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 .

What is AXA SD BUS - Series 2 Secure’s three-year total return?

AXA SD BUS - Series 2 Secure’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 .

What is the asset allocation of the AXA SD BUS - Series 2 Secure managed fund?

The asset allocation of the AXA SD BUS - Series 2 Secure managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the AXA SD BUS - Series 2 Secure managed fund?

The Responsible Entity for the AXA SD BUS - Series 2 Secure managed fund is AMP-N.M. Superannuation Pty Limited.

What sector/asset class does the AXA SD BUS - Series 2 Secure managed fund belong to?

The AXA SD BUS - Series 2 Secure managed fund belongs to the Multisector Conservative sector/asset class.

What is the size of the AXA SD BUS - Series 2 Secure managed fund?

As at , the size of the AXA SD BUS - Series 2 Secure managed fund was $ million.

What is the inception date of the AXA SD BUS - Series 2 Secure managed fund?

The AXA SD BUS - Series 2 Secure managed fund has an inception date of 17 Nov 2003.

What is the current entry price of the AXA SD BUS - Series 2 Secure managed fund?

The current entry price of the AXA SD BUS - Series 2 Secure managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the AXA SD BUS - Series 2 Secure managed fund?

The current exit price of the AXA SD BUS - Series 2 Secure managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the AXA SD BUS - Series 2 Secure managed fund?

The minimum initial investment amount for the AXA SD BUS - Series 2 Secure 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.

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