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  5. ipac SRS - Super Australian Shares - Managed fund profile

ipac SRS - Super Australian Shares - Managed Fund (Closed)

Fund Objective
To provide returns of 5% pa above inflation. Suggested investment timeframe is at least 5 years.
Fund Strategy
Invests in shares and other securities in Australian companies, most of which will be listed on the Australian Stock Exchange. Investment Managers: Alliance Capital Management, Barclays Global Investors, Colonial First State, County Investment Management, Jardine Fleming, Portfolio Partners.

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 1.51% 3.92% 2.94% 16.56% 21.91% 20.47% 12.63% 9.93%
Growth return 1.51% 3.92% 2.94% 16.56% 21.91% 20.47% 12.63% 9.93%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Sep 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac SRS - Super Australian Shares
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
International Equities
4.82%
Cash
-0.78%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
ipac SRS - Super Australian Shares
Closed
IPAC Asset Management Limited
IPA0023AU
Equity Australia Large Blend
starstarstar (as at 30 Sep 2006)
Superannuation Fund
1 Dec 1994
n/a
$3.3279 (as at 12 Oct 2006)
$3.3145 (as at 12 Oct 2006)
Finalised
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.30% (as at 30 Jun 2006)

FAQs about the ipac SRS - Super Australian Shares

The objective of the ipac SRS - Super Australian Shares managed fund is To provide returns of 5% pa above inflation. Suggested investment timeframe is at least 5 years.

The strategy of the ipac SRS - Super Australian Shares managed fund is Invests in shares and other securities in Australian companies, most of which will be listed on the Australian Stock Exchange. Investment Managers: Alliance Capital Management, Barclays Global Investors, Colonial First State, County Investment Management, Jardine Fleming, Portfolio Partners.

The APIR code of the ipac SRS - Super Australian Shares managed fund is IPA0023AU.

ipac SRS - Super Australian Shares’s total return last month was 1.51%. This was made up of a growth return of 1.51% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Australian Shares’s total return for the last three months was 3.92%. This was made up of a growth return of 3.92% and an income return of 0%%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Australian Shares’s one-year total return is 16.56%. This was made up of a growth return of 16.56% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Australian Shares’s one-year total return is 20.47%. This was made up of a growth return of 20.47% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

The asset allocation of the ipac SRS - Super Australian Shares managed fund is :

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

The Responsible Entity for the ipac SRS - Super Australian Shares managed fund is IPAC Asset Management Limited.

The ipac SRS - Super Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Jul 2010, the size of the ipac SRS - Super Australian Shares managed fund was $ million.

The ipac SRS - Super Australian Shares managed fund has an inception date of 1 Dec 1994.

The current entry price of the ipac SRS - Super Australian Shares managed fund is $3.3279 per unit and the current exit price is $3.3145 per unit (as at 12 Oct 2006).

The current exit price of the ipac SRS - Super Australian Shares managed fund is $3.3145 per unit and the current entry price is $3.3279 per unit (as at 12 Oct 2006).

The minimum initial investment amount for the ipac SRS - Super Australian Shares managed fund is $.

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.