InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. ClearView Super & RO Conservative - Managed fund profile

ClearView Super & RO Conservative - Managed Fund (Closed)

Fund Objective
To achieve a low level of growth over the short to medium term (minimum 2 years).Designed for investors who are averse to risk but seeking some capital growth to offset inflation.
Fund Strategy
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.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.32% 0.03% 1.14% 2.51% 2.69% 1.47% 3.02% 2.83%
Growth return -0.32% 0.03% 1.14% 2.51% 2.69% 1.47% 3.02% 2.83%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return 1.09% 1.49% 5.17% 3.42% 1.98% 0.57% 1.41% 2.96%
As at 31 Jan 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ClearView Super & RO Conservative
Australian Equities
5.02%
International Equities
11.02%
Cash
33.21%
Property
3.06%
Fixed Interest
47.70%
Alternatives
0%
Average Allocation of Peers
Australian Equities
13.73%
International Equities
4.29%
Cash
22.08%
Property
1.41%
Fixed Interest
54.92%
Alternatives
3.56%

General Information

Fund Details
Type Description
ClearView Super & RO Conservative
Closed
ClearView Life
NRM0114AU
Multisector Conservative
starstarstar (as at 31 Jan 2018)
Superannuation Fund
1 Feb 2002
$5 million (as at 31 Jan 2018)
$1.6189 (as at 19 Feb 2018)
$1.6189 (as at 19 Feb 2018)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.30% (as at 31 Dec 2016)
Minimum initial investment

FAQs about the ClearView Super & RO Conservative

The objective of the ClearView Super & RO Conservative managed fund is To achieve a low level of growth over the short to medium term (minimum 2 years).Designed for investors who are averse to risk but seeking some capital growth to offset inflation.

The strategy of the ClearView Super & RO Conservative 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 Super & RO Conservative managed fund is NRM0114AU.

ClearView Super & RO Conservative’s total return last month was -0.32%. This was made up of a growth return of -0.32% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

ClearView Super & RO Conservative’s total return for the last three months was 0.03%. This was made up of a growth return of 0.03% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.

ClearView Super & RO Conservative’s one-year total return is 2.51%. This was made up of a growth return of 2.51% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

ClearView Super & RO Conservative’s one-year total return is 1.47%. This was made up of a growth return of 1.47% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

The asset allocation of the ClearView Super & RO Conservative managed fund is :

Australian Equities
5.02%
International Equities
11.02%
Cash
33.21%
Property
3.06%
Fixed Interest
47.70%
Alternatives
0%

The Responsible Entity for the ClearView Super & RO Conservative managed fund is ClearView Life.

The ClearView Super & RO Conservative managed fund belongs to the Multisector Conservative sector/asset class.

As at 31 Jan 2018, the size of the ClearView Super & RO Conservative managed fund was $5 million.

The ClearView Super & RO Conservative managed fund has an inception date of 1 Feb 2002.

The current entry price of the ClearView Super & RO Conservative managed fund is $1.6189 per unit and the current exit price is $1.6189 per unit (as at 19 Feb 2018).

The current exit price of the ClearView Super & RO Conservative managed fund is $1.6189 per unit and the current entry price is $1.6189 per unit (as at 19 Feb 2018).

The minimum initial investment amount for the ClearView Super & RO Conservative 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.