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  5. EquitiLink SuperStable Fund - Managed fund profile

EquitiLink SuperStable Fund - Managed Fund (Closed)

Fund Objective
A superannuation trust aiming to provide a high level of capital protection for superannuation funds, whilst allowing for participation in sharemarket growth.
Fund Strategy
Invest 70% of the portfolio in fixed interest securities (predominantly government, semi-government and statutory corporations and corporate bonds rated AA or better) and manage 30% according to Dynamic Asset Allocation. DAA was developed by SBC Dominguez Barry and recommends an investment mix between shares and cash on a daily basis with the objective of protectingvalues at the end of a 3 year moving period.

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.
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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 0.24% 1.12% 6.34% 9.64% 8.85% 8.68% 8.46% -%
Growth return 0.24% 1.12% 6.34% 9.64% 8.85% 8.68% 8.46% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.59% 2.88% 7.98% 7.21% 2.87% 2.18% 3.19% 4.48%
As at 31 Oct 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
6.03%
Australian Equities
11.50%
International Equities
13.23%
Cash
19.71%
Property
4.25%
Fixed Interest
45.28%

General Information

Fund Details
Type Description
EquitiLink SuperStable Fund
Closed
Aberdeen Asset Management Ltd
EQI0401AU
Multisector Moderate
Not Rated
Superannuation Fund
29 Apr 1988
$0.65 million (as at 31 Oct 1997)
$2.631 (as at 28 Nov 1997)
$2.4937 (as at 28 Nov 1997)
Finalised
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the EquitiLink SuperStable Fund

The objective of the EquitiLink SuperStable Fund managed fund is A superannuation trust aiming to provide a high level of capital protection for superannuation funds, whilst allowing for participation in sharemarket growth.

The strategy of the EquitiLink SuperStable Fund managed fund is Invest 70% of the portfolio in fixed interest securities (predominantly government, semi-government and statutory corporations and corporate bonds rated AA or better) and manage 30% according to Dynamic Asset Allocation. DAA was developed by SBC Dominguez Barry and recommends an investment mix between shares and cash on a daily basis with the objective of protectingvalues at the end of a 3 year moving period.

The APIR code of the EquitiLink SuperStable Fund managed fund is EQI0401AU.

EquitiLink SuperStable Fund’s total return last month was 0.24%. This was made up of a growth return of 0.24% and an income return of 0%. These returns were calculated as at 31 Oct 1997.

EquitiLink SuperStable Fund’s total return for the last three months was 1.12%. This was made up of a growth return of 1.12% and an income return of 0%%. These returns were calculated as at 31 Oct 1997.

EquitiLink SuperStable Fund’s one-year total return is 9.64%. This was made up of a growth return of 9.64% and an income return of 0%. These returns were calculated as at 31 Oct 1997.

EquitiLink SuperStable Fund’s one-year total return is 8.68%. This was made up of a growth return of 8.68% and an income return of 0%. These returns were calculated as at 31 Oct 1997.

The asset allocation of the EquitiLink SuperStable Fund managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the EquitiLink SuperStable Fund managed fund is Aberdeen Asset Management Ltd.

The EquitiLink SuperStable Fund managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 1997, the size of the EquitiLink SuperStable Fund managed fund was $0.65 million.

The EquitiLink SuperStable Fund managed fund has an inception date of 29 Apr 1988.

The current entry price of the EquitiLink SuperStable Fund managed fund is $2.631 per unit and the current exit price is $2.4937 per unit (as at 28 Nov 1997).

The current exit price of the EquitiLink SuperStable Fund managed fund is $2.4937 per unit and the current entry price is $2.631 per unit (as at 28 Nov 1997).

The minimum initial investment amount for the EquitiLink SuperStable Fund managed fund is $500.

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.