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  5. Equity Life Super - Plus Retirement Bond - Managed fund profile

Equity Life Super - Plus Retirement Bond - Managed Fund (Closed)

Fund Objective
Steady growth with low volatility and risk.
Fund Strategy
Invest in equities, property and fixed interest securities.

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 0.13% 1.1% 6.45% 6.54% 4.04% 3.1% -% -%
Growth return 0.13% 1.1% 6.45% 6.54% 4.04% 3.1% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 30 Jun 1991. 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
4.24%
Australian Equities
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%

General Information

Fund Details
Type Description
Equity Life Super - Plus Retirement Bond
Closed
Challenger Life Limited
Multisector Growth
Not Rated
Investment Fund
30 Jan 1987
$0 million (as at 31 May 1991)
$1.8324 (as at 30 Jun 1991)
$1.7407 (as at 30 Jun 1991)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Equity Life Super - Plus Retirement Bond

The objective of the Equity Life Super - Plus Retirement Bond managed fund is Steady growth with low volatility and risk.

The strategy of the Equity Life Super - Plus Retirement Bond managed fund is Invest in equities, property and fixed interest securities.

The APIR code of the Equity Life Super - Plus Retirement Bond managed fund is .

Equity Life Super - Plus Retirement Bond’s total return last month was 0.13%. This was made up of a growth return of 0.13% and an income return of 0%. These returns were calculated as at 30 Jun 1991.

Equity Life Super - Plus Retirement Bond’s total return for the last three months was 1.1%. This was made up of a growth return of 1.1% and an income return of 0%%. These returns were calculated as at 30 Jun 1991.

Equity Life Super - Plus Retirement Bond’s one-year total return is 6.54%. This was made up of a growth return of 6.54% and an income return of 0%. These returns were calculated as at 30 Jun 1991.

Equity Life Super - Plus Retirement Bond’s one-year total return is 3.1%. This was made up of a growth return of 3.1% and an income return of 0%. These returns were calculated as at 30 Jun 1991.

The asset allocation of the Equity Life Super - Plus Retirement Bond managed fund is :

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

The Responsible Entity for the Equity Life Super - Plus Retirement Bond managed fund is Challenger Life Limited.

The Equity Life Super - Plus Retirement Bond managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 1991, the size of the Equity Life Super - Plus Retirement Bond managed fund was $0 million.

The Equity Life Super - Plus Retirement Bond managed fund has an inception date of 30 Jan 1987.

The current entry price of the Equity Life Super - Plus Retirement Bond managed fund is $1.8324 per unit and the current exit price is $1.7407 per unit (as at 30 Jun 1991).

The current exit price of the Equity Life Super - Plus Retirement Bond managed fund is $1.7407 per unit and the current entry price is $1.8324 per unit (as at 30 Jun 1991).

The minimum initial investment amount for the Equity Life Super - Plus Retirement Bond managed fund is $1,000.

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.