ING Corporate Super - BT Putnam Global Cr Hedged - 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 2.67 6.76 10.76 18.19 14.41 - - -
Growth return 2.67 6.76 10.76 18.19 14.41 - - -
Income return 0 0 0 0 0 - - -
Market index (MSCI World Ex Australia NR AUD)
Total return 2.01 4.65 - 9.13 14.83 15.01 13.01 12.11
As as 30 Sep 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ING Corporate Super - BT Putnam Global Cr Hedged
International Equities
97.83%
Cash
2.17%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.29%
Cash
4.55%
Australian Equities
0.43%
Property
0.44%
Fixed Interest
0.12%
Alternatives
0.17%

General Information

Fund Details
Type Description
ING Corporate Super - BT Putnam Global Cr Hedged
Closed
OnePath Custodians Pty Limited
MMF0522AU
Equity World Large Blend
starstarstarstar (as at 31 Jan 2007)
Superannuation Fund
1 Jul 2003
$0.08 million (as at 30 Nov 2006)
$1.6237 (as at 28 Mar 2011)
$1.6172 (as at 28 Mar 2011)
Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) hedged to AUD over the medium to long term.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.
Offer information
Type Description
Standard entry fee 1.47%
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Aug 2019)

Holding (as at 31 Aug 2019) Type % of Portfolio
Apple Inc Equity 3.22%
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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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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%