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  5. ClearView Pension Plan Australian Shares Growth - Managed fund profile

ClearView Pension Plan Australian Shares Growth - Managed Fund (Closed)

Fund Objective
To achieve a high level of growth over the long term (5 years plus) by investing in a variety of Australian companies whose share price is expected to increase over time. Designed for long-term investors who want to maximise long-term growth potential by investing mainly in Australian shares and who can accept a high risk of negative returns, particularly in the short term.
Fund Strategy
Asset ranges: cash and short term securities 0-20% and Australian shares 80-100%.

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 -0.67% 3.59% 7.45% 11.28% 19.33% 8.88% 9.68% 6.43%
Growth return -0.67% 3.59% 7.45% 11.28% 19.33% 8.88% 9.68% 6.43%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Jan 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ClearView Pension Plan Australian Shares Growth
Australian Equities
95.91%
Cash
4.09%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.70%
Cash
-0.83%
International Equities
4.84%
Property & Infrastructure
1.44%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
ClearView Pension Plan Australian Shares Growth
Closed
ClearView Life
NRM0011AU
Equity Australia Large Growth
starstarstarstar (as at 31 Jan 2018)
Allocated Pension
5 Aug 1997
$4.71 million (as at 31 Jan 2018)
$6.2808 (as at 19 Feb 2018)
$6.2808 (as at 19 Feb 2018)
Suppressed
Offer information
Type Description
MER 1.99% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 1.99% (as at 31 Dec 2016)

FAQs about the ClearView Pension Plan Australian Shares Growth

The objective of the ClearView Pension Plan Australian Shares Growth managed fund is To achieve a high level of growth over the long term (5 years plus) by investing in a variety of Australian companies whose share price is expected to increase over time. Designed for long-term investors who want to maximise long-term growth potential by investing mainly in Australian shares and who can accept a high risk of negative returns, particularly in the short term.

The strategy of the ClearView Pension Plan Australian Shares Growth managed fund is Asset ranges: cash and short term securities 0-20% and Australian shares 80-100%.

The APIR code of the ClearView Pension Plan Australian Shares Growth managed fund is NRM0011AU.

ClearView Pension Plan Australian Shares Growth’s total return last month was -0.67%. This was made up of a growth return of -0.67% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

ClearView Pension Plan Australian Shares Growth’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.

ClearView Pension Plan Australian Shares Growth’s one-year total return is 11.28%. This was made up of a growth return of 11.28% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

ClearView Pension Plan Australian Shares Growth’s one-year total return is 8.88%. This was made up of a growth return of 8.88% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

The asset allocation of the ClearView Pension Plan Australian Shares Growth managed fund is :

Australian Equities
95.91%
Cash
4.09%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ClearView Pension Plan Australian Shares Growth managed fund is ClearView Life.

The ClearView Pension Plan Australian Shares Growth managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Jan 2018, the size of the ClearView Pension Plan Australian Shares Growth managed fund was $4.71 million.

The ClearView Pension Plan Australian Shares Growth managed fund has an inception date of 5 Aug 1997.

The current entry price of the ClearView Pension Plan Australian Shares Growth managed fund is $6.2808 per unit and the current exit price is $6.2808 per unit (as at 19 Feb 2018).

The current exit price of the ClearView Pension Plan Australian Shares Growth managed fund is $6.2808 per unit and the current entry price is $6.2808 per unit (as at 19 Feb 2018).

The minimum initial investment amount for the ClearView Pension Plan Australian Shares 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.