InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. GIO Business Super - Long-term Growth - Managed fund profile

GIO Business Super - Long-term Growth - Managed Fund (Closed)

Fund Objective
To provide moderate to higher returns over the medium to long-term.
Fund Strategy
Invests in a diversified portfolio primarily in shares with some property and bonds. Benchmarks: cash 3%, Australian fixed interest 9%, property 5%, Australian shares 48%, international shares 32%, international fixed interest 3%.

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 -1.3% -1.07% 0.23% 5.99% 8.51% 8.28% 10% -%
Growth return -1.3% -1.07% 0.23% 5.99% 8.51% 8.28% 10% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Dec 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

GIO Business Super - Long-term Growth
Australian Equities
50.30%
International Equities
21.50%
Cash
4.60%
Property & Infrastructure
16.70%
Fixed Interest
6.90%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.25%
International Equities
49.72%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
GIO Business Super - Long-term Growth
Closed
GIO Personal Investment Services Ltd
GIO0035AU
Multisector Aggressive
Not Rated
Superannuation Fund
1 Oct 1994
$198.74 million (as at 31 Dec 2000)
n/a
$1.752 (as at 29 Dec 2000)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the GIO Business Super - Long-term Growth

The objective of the GIO Business Super - Long-term Growth managed fund is To provide moderate to higher returns over the medium to long-term.

The strategy of the GIO Business Super - Long-term Growth managed fund is Invests in a diversified portfolio primarily in shares with some property and bonds. Benchmarks: cash 3%, Australian fixed interest 9%, property 5%, Australian shares 48%, international shares 32%, international fixed interest 3%.

The APIR code of the GIO Business Super - Long-term Growth managed fund is GIO0035AU.

GIO Business Super - Long-term Growth’s total return last month was -1.3%. This was made up of a growth return of -1.3% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

GIO Business Super - Long-term Growth’s total return for the last three months was -1.07%. This was made up of a growth return of -1.07% and an income return of 0%%. These returns were calculated as at 31 Dec 2000.

GIO Business Super - Long-term Growth’s one-year total return is 5.99%. This was made up of a growth return of 5.99% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

GIO Business Super - Long-term Growth’s one-year total return is 8.28%. This was made up of a growth return of 8.28% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

The asset allocation of the GIO Business Super - Long-term Growth managed fund is :

Australian Equities
50.30%
International Equities
21.50%
Cash
4.60%
Property & Infrastructure
16.70%
Fixed Interest
6.90%
Alternatives
0%

The Responsible Entity for the GIO Business Super - Long-term Growth managed fund is GIO Personal Investment Services Ltd.

The GIO Business Super - Long-term Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2000, the size of the GIO Business Super - Long-term Growth managed fund was $198.74 million.

The GIO Business Super - Long-term Growth managed fund has an inception date of 1 Oct 1994.

The current entry price of the GIO Business Super - Long-term Growth managed fund is $ per unit and the current exit price is $1.752 per unit (as at 29 Dec 2000).

The current exit price of the GIO Business Super - Long-term Growth managed fund is $1.752 per unit and the current entry price is $ per unit (as at 29 Dec 2000).

The minimum initial investment amount for the GIO Business Super - Long-term Growth 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.