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 | -0.78% | -0.49% | 3.07% | 7.56% | 8.1% | 4.68% | 8.37% | 4.8% |
Growth return | -0.78% | -0.49% | 3.07% | 7.56% | 8.1% | 4.68% | 8.37% | 4.8% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
ClearView Pension Plan Assertive | |
Closed | |
ClearView Life | |
NRM0106AU | |
Multisector Growth | |
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|
Allocated Pension | |
1 Feb 2002 | |
$55.82 million (as at 31 Jan 2018) | |
$2.3525 (as at 19 Feb 2018) | |
$2.3525 (as at 19 Feb 2018) | |
Suppressed |
Type | Description |
MER | 2.30% (as at 30 Jun 2006) |
Indirect Cost Ratio (ICR) | 2.30% (as at 31 Dec 2016) |
Minimum initial investment |
The objective of the ClearView Pension Plan Assertive managed fund is To achieve a medium to high level of growth over the long term (minimum 5 years). Designed for investors prepared to accept frequent fluctuations in order to achieve potential long term growth.
The strategy of the ClearView Pension Plan Assertive managed fund is Utilising the services of Intech Fiduciaries Limited, a multi-manager approach is used for this investment option. Details of the current investment managers are contained on ClearView's website.
The APIR code of the ClearView Pension Plan Assertive managed fund is NRM0106AU.
ClearView Pension Plan Assertive’s total return last month was -0.78%. This was made up of a growth return of -0.78% and an income return of 0%. These returns were calculated as at 31 Jan 2018.
ClearView Pension Plan Assertive’s total return for the last three months was -0.49%. This was made up of a growth return of -0.49% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.
ClearView Pension Plan Assertive’s one-year total return is 7.56%. This was made up of a growth return of 7.56% and an income return of 0%. These returns were calculated as at 31 Jan 2018.
ClearView Pension Plan Assertive’s one-year total return is 4.68%. This was made up of a growth return of 4.68% and an income return of 0%. These returns were calculated as at 31 Jan 2018.
The asset allocation of the ClearView Pension Plan Assertive managed fund is :
The Responsible Entity for the ClearView Pension Plan Assertive managed fund is ClearView Life.
The ClearView Pension Plan Assertive managed fund belongs to the Multisector Growth sector/asset class.
As at 31 Jan 2018, the size of the ClearView Pension Plan Assertive managed fund was $55.82 million.
The ClearView Pension Plan Assertive managed fund has an inception date of 1 Feb 2002.
The current entry price of the ClearView Pension Plan Assertive managed fund is $2.3525 per unit and the current exit price is $2.3525 per unit (as at 19 Feb 2018).
The current exit price of the ClearView Pension Plan Assertive managed fund is $2.3525 per unit and the current entry price is $2.3525 per unit (as at 19 Feb 2018).
The minimum initial investment amount for the ClearView Pension Plan Assertive managed fund 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.