ClearView RO Bond Australian Shares Growth - Managed Fund

Fund Performance Comparison

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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

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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 -0.52 3.33 7.72 11.34 18.48 7.95 9.08 5.1
Growth return -0.52 3.33 7.72 11.34 18.48 7.95 9.08 5.1
Income return 0 0 0 0 0 0 0 0
Market index (S&P/ASX 200 TR AUD)
Total return -2.36 4.23 9.33 9.04 12.18 11.38 7.9 8.61
As as 31 Jan 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ClearView RO Bond Australian Shares Growth
Australian Equities
95.89%
Cash
4.11%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
92.71%
Cash
3.32%
International Equities
0.70%
Property
3.21%
Fixed Interest
0.05%
Alternatives
0.01%

General Information

Fund Details
Type Description
ClearView RO Bond Australian Shares Growth
Closed
ClearView Life
NRM0019AU
Equity Australia Large Growth
starstarstarstar (as at 31 Jan 2018)
Superannuation Fund
13 Apr 1998
$1.52 million (as at 31 Jan 2018)
$4.1444 (as at 19 Feb 2018)
$4.1444 (as at 19 Feb 2018)
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
Invests 0-20% in cash and short term securities, 80-100% in Australian Shares.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.99% (as at 31 Dec 2016)

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.25%
InvestSMART High Growth 9.13%
Intelligent Investor Equity Growth 8.98%
InvestSMART Diversified Property and Infrastructure 8.67%
Intelligent Investor Equity Income 8.64%
InvestSMART Growth 8.42%
InvestSMART Balanced 6.84%
InvestSMART Conservative 5.41%
InvestSMART Hybrid Income 5.37%
Intelligent Investor Australian Small Companies Fund 5.27%
InvestSMART Interest Income 3.90%