InvestSMART

Christian Super Ethical High Growth Pension - Managed Fund (Closed)

Fund Objective
Achieve a 4% average annual return above inflation (CPI) over 5 year periods.
Fund Strategy
Exceed relevant survey median returns over 3 year periods Exceed Benchmark Portfolio returns over shorter periods.

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 4.39% -0.35% -2.8% -3.83% 11.01% 7.29% 7.87% 10.21%
Growth return 4.39% -0.35% -2.8% -3.83% 11.01% 7.29% 7.87% 10.21%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 31 Oct 2022. 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
3.60%
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Fixed Interest
5.38%

General Information

Fund Details
Type Description
Christian Super Ethical High Growth Pension
Closed
Christian Super Pty Ltd
Multisector Aggressive
Not Rated
Allocated Pension
15 Oct 2005
$10.14 million (as at 30 Sep 2022)
$3.3924 (as at 31 Oct 2022)
$3.3924 (as at 31 Oct 2022)
Finalised
Offer information
Type Description
MER 0.69% (as at 1 Dec 2021)
Indirect Cost Ratio (ICR) 1.24% (as at 30 Jun 2021)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments

FAQs about the Christian Super Ethical High Growth Pension

The objective of the Christian Super Ethical High Growth Pension managed fund is Achieve a 4% average annual return above inflation (CPI) over 5 year periods.

The strategy of the Christian Super Ethical High Growth Pension managed fund is Exceed relevant survey median returns over 3 year periods Exceed Benchmark Portfolio returns over shorter periods.

The APIR code of the Christian Super Ethical High Growth Pension managed fund is .

Christian Super Ethical High Growth Pension’s total return last month was 4.39%. This was made up of a growth return of 4.39% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

Christian Super Ethical High Growth Pension’s total return for the last three months was -0.35%. This was made up of a growth return of -0.35% and an income return of 0%%. These returns were calculated as at 31 Oct 2022.

Christian Super Ethical High Growth Pension’s one-year total return is -3.83%. This was made up of a growth return of -3.83% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

Christian Super Ethical High Growth Pension’s one-year total return is 7.29%. This was made up of a growth return of 7.29% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

The asset allocation of the Christian Super Ethical High Growth Pension managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Christian Super Ethical High Growth Pension managed fund is Christian Super Pty Ltd.

The Christian Super Ethical High Growth Pension managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2022, the size of the Christian Super Ethical High Growth Pension managed fund was $10.14 million.

The Christian Super Ethical High Growth Pension managed fund has an inception date of 15 Oct 2005.

The current entry price of the Christian Super Ethical High Growth Pension managed fund is $3.3924 per unit and the current exit price is $3.3924 per unit (as at 31 Oct 2022).

The current exit price of the Christian Super Ethical High Growth Pension managed fund is $3.3924 per unit and the current entry price is $3.3924 per unit (as at 31 Oct 2022).

The minimum initial investment amount for the Christian Super Ethical High Growth Pension managed fund is $20,000. 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.