Equip Conservative - 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 -0.19 -1 0.48 1.91 4.38 4.23 4.8 5.77
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 0.23 2.06 5.28 8.77 7.62 6.1 6.23 6.54
As as 30 Nov 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Equip Conservative
Australian Equities
20%
International Equities
10%
Cash
25%
Property
8%
Fixed Interest
35%
Alternatives
2%
Average Allocation of Peers
Australian Equities
12.28%
International Equities
12.10%
Cash
20.66%
Property
4.31%
Fixed Interest
43.94%
Alternatives
6.70%

General Information

Fund Details
Type Description
Equip Conservative (Wholesale)
Equipsuper Pty Ltd
Multisector Moderate
Not Rated
Superannuation Fund
31 Jul 1997
$649.58 million (as at 31 Aug 2019)
n/a
n/a
Fund Objective
Achieve a net return of at least 2% p.a. above inflation (measured by CPI) over a rolling 5 year period.
Fund Strategy
Invest mainly in fixed interest securities and cash, which are expected to deliver stable returns over the long term. Invest the balance in shares and property.
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments
Minimum redemption amount

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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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%