InvestSMART

Inlife Growth Fund - Managed Fund (Closed)

Fund Objective
Aims to provide investors with consistently high returns of capital growth while maintaining maximum safety of capital combined with realistic management charges.
Fund Strategy
Investment in securities offering the most attractive growth potential over a reasonable period of time. It is intended that ahigh proportion of income distributed will have been derived frominvesting in companies paying franked dividends.

Fund Performance Comparison

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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 0.46% 1.73% 2.91% 22.19% 10.79% 9.98% 7.06% -%
Growth return 0.46% 1.73% 2.91% 22.19% 7.27% 5.75% 2.37% -%
Income return 0% 0% 0% 0% 3.52% 4.23% 4.69% -%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 30 Nov 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
Australian Equities
96.16%
International Equities
3.97%
Cash
-0.82%
Property & Infrastructure
1.14%
Fixed Interest
-0.44%
Alternatives
-0.01%

General Information

Fund Details
Type Description
Inlife Growth Fund
Closed
Inlife Fund Management Ltd
Equity Australia Other
Not Rated
Investment Fund
19 Sep 1986
$0.6 million (as at 30 Nov 1991)
$1.2207 (as at 25 Nov 1991)
$1.2098 (as at 25 Nov 1991)
Finalised
Offer information
Type Description
MER 2.70% (as at 30 Jun 1990)
Minimum initial investment $500.00
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FAQs about the Inlife Growth Fund

The objective of the Inlife Growth Fund managed fund is Aims to provide investors with consistently high returns of capital growth while maintaining maximum safety of capital combined with realistic management charges.

The strategy of the Inlife Growth Fund managed fund is Investment in securities offering the most attractive growth potential over a reasonable period of time. It is intended that ahigh proportion of income distributed will have been derived frominvesting in companies paying franked dividends.

The APIR code of the Inlife Growth Fund managed fund is .

Inlife Growth Fund’s total return last month was 0.46%. This was made up of a growth return of 0.46% and an income return of 0%. These returns were calculated as at 30 Nov 1991.

Inlife Growth Fund’s total return for the last three months was 1.73%. This was made up of a growth return of 1.73% and an income return of 0%%. These returns were calculated as at 30 Nov 1991.

Inlife Growth Fund’s one-year total return is 22.19%. This was made up of a growth return of 22.19% and an income return of 0%. These returns were calculated as at 30 Nov 1991.

Inlife Growth Fund’s one-year total return is 9.98%. This was made up of a growth return of 5.75% and an income return of 4.23%. These returns were calculated as at 30 Nov 1991.

The asset allocation of the Inlife Growth Fund managed fund is :

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

The Responsible Entity for the Inlife Growth Fund managed fund is Inlife Fund Management Ltd.

The Inlife Growth Fund managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 1991, the size of the Inlife Growth Fund managed fund was $0.6 million.

The Inlife Growth Fund managed fund has an inception date of 19 Sep 1986.

The current entry price of the Inlife Growth Fund managed fund is $1.2207 per unit and the current exit price is $1.2098 per unit (as at 25 Nov 1991).

The current exit price of the Inlife Growth Fund managed fund is $1.2098 per unit and the current entry price is $1.2207 per unit (as at 25 Nov 1991).

The minimum initial investment amount for the Inlife Growth 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.