InvestSMART

CBUS Super Moderate Growth - Managed Fund (Closed)

Fund Objective
The balanced option. It has a similar, but more conservative investment mix than the Core Strategy. Objectives are, Achieve inflation plus 3% p.a. over five rolling years, 75% of the time, Achieve an above average return against comparable funds measured over five years, Limit the likelihood of crediting a negative return to one year in every 13 years.
Fund Strategy
Moderate Growth/Moderate Risk

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 1.37% 2.26% 4.97% 4.36% 7.43% -0.65% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 31 Dec 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

CBUS Super Moderate Growth
Australian Equities
27%
International Equities
26.80%
Cash
16%
Fixed Interest
10%
Alternatives
20.20%
Property & Infrastructure
0%
Average Allocation of Peers
Australian Equities
27.19%
International Equities
35.14%
Cash
6.34%
Fixed Interest
20.94%
Alternatives
3.98%
Property & Infrastructure
6.40%

General Information

Fund Details
Type Description
CBUS Super Moderate Growth
Closed
United Super Pty Ltd
Multisector Growth
Not Rated
Superannuation Fund
1 Apr 2007
$94.1 million (as at 31 Dec 2010)
n/a
n/a
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.91% (as at 30 Jun 2010) (Estimated)
Performance fee (included in ICR) 0.07

FAQs about the CBUS Super Moderate Growth

The objective of the CBUS Super Moderate Growth managed fund is The balanced option. It has a similar, but more conservative investment mix than the Core Strategy. Objectives are, Achieve inflation plus 3% p.a. over five rolling years, 75% of the time, Achieve an above average return against comparable funds measured over five years, Limit the likelihood of crediting a negative return to one year in every 13 years.

The strategy of the CBUS Super Moderate Growth managed fund is Moderate Growth/Moderate Risk

The APIR code of the CBUS Super Moderate Growth managed fund is .

CBUS Super Moderate Growth’s total return last month was 1.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2010.

CBUS Super Moderate Growth’s total return for the last three months was 2.26%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2010.

CBUS Super Moderate Growth’s one-year total return is 4.36%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2010.

CBUS Super Moderate Growth’s one-year total return is -0.65%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2010.

The asset allocation of the CBUS Super Moderate Growth managed fund is :

Australian Equities
27%
International Equities
26.80%
Cash
16%
Fixed Interest
10%
Alternatives
20.20%
Property & Infrastructure
0%

The Responsible Entity for the CBUS Super Moderate Growth managed fund is United Super Pty Ltd.

The CBUS Super Moderate Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2010, the size of the CBUS Super Moderate Growth managed fund was $94.1 million.

The CBUS Super Moderate Growth managed fund has an inception date of 1 Apr 2007.

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

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

The minimum initial investment amount for the CBUS Super Moderate Growth 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.