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  5. Health Industry Plan Capital Stable - Managed fund profile

Health Industry Plan Capital Stable - Managed Fund (Closed)

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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% p.a.
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% p.a.
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% p.a.
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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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
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
5.60%
Australian Equities
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%

General Information

Fund Details
Type Description
Health Industry Plan Capital Stable
Closed
Private Hospitals Superannuation Pty Ltd
Multisector Moderate
Not Rated
Superannuation Fund
1 Feb 1998
n/a
n/a
n/a
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.76% (as at 30 Jun 2012)
Minimum initial investment
Minimum additional investments

FAQs about the Health Industry Plan Capital Stable

The objective of the Health Industry Plan Capital Stable managed fund is

The strategy of the Health Industry Plan Capital Stable managed fund is

The APIR code of the Health Industry Plan Capital Stable managed fund is .

Health Industry Plan Capital Stable’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Health Industry Plan Capital Stable’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Health Industry Plan Capital Stable’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Health Industry Plan Capital Stable’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Health Industry Plan Capital Stable managed fund is :

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

The Responsible Entity for the Health Industry Plan Capital Stable managed fund is Private Hospitals Superannuation Pty Ltd.

The Health Industry Plan Capital Stable managed fund belongs to the Multisector Moderate sector/asset class.

As at , the size of the Health Industry Plan Capital Stable managed fund was $ million.

The Health Industry Plan Capital Stable managed fund has an inception date of 1 Feb 1998.

The current entry price of the Health Industry Plan Capital Stable managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Health Industry Plan Capital Stable managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Health Industry Plan Capital Stable managed fund is $0. Minimum additional investment 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.