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  5. ipac Strategic Investment Service Inflation Plus 7 - Managed fund profile

ipac Strategic Investment Service Inflation Plus 7 - Managed Fund (Closed)

Fund Objective
To provide a rate of return of 4.5% above inflation (Consumer Price Index) after costs and before tax over a 10 year period.
Fund Strategy
To provide high growth in your investment over the long term, with larger fluctuations in value likely. Broad diversification is used to help reduce fluctuations.

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 -1.6% 0.68% 6.31% 12.98% 14.03% 8.59% 8.75% 6.93%
Growth return -1.6% 0.27% 5.87% 11.72% 12.71% 7.59% 7.55% 3.65%
Income return 0% 0.41% 0.44% 1.26% 1.32% 1% 1.2% 3.28%
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 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac Strategic Investment Service Inflation Plus 7
Australian Equities
41.33%
International Equities
53.95%
Cash
0.22%
Property & Infrastructure
2.90%
Fixed Interest
1.29%
Alternatives
0.32%
Average Allocation of Peers
Australian Equities
34.24%
International Equities
49.73%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
ipac Strategic Investment Service Inflation Plus 7
Closed
IPAC Asset Management Limited
IPA0034AU
Multisector Aggressive
starstarstar (as at 28 Feb 2025)
Investment Fund
1 Aug 1997
$31.61 million (as at 28 Feb 2025)
n/a
$1.26538 (as at 20 Mar 2025)
Finalised
Offer information
Type Description
Standard entry fee 5%
MER 1.61% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.58% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
BHP Group Ltd Equity 4.10%
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FAQs about the ipac Strategic Investment Service Inflation Plus 7

The objective of the ipac Strategic Investment Service Inflation Plus 7 managed fund is To provide a rate of return of 4.5% above inflation (Consumer Price Index) after costs and before tax over a 10 year period.

The strategy of the ipac Strategic Investment Service Inflation Plus 7 managed fund is To provide high growth in your investment over the long term, with larger fluctuations in value likely. Broad diversification is used to help reduce fluctuations.

The APIR code of the ipac Strategic Investment Service Inflation Plus 7 managed fund is IPA0034AU.

ipac Strategic Investment Service Inflation Plus 7’s total return last month was -1.6%. This was made up of a growth return of -1.6% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

ipac Strategic Investment Service Inflation Plus 7’s total return for the last three months was 0.68%. This was made up of a growth return of 0.27% and an income return of 0.41%%. These returns were calculated as at 28 Feb 2025.

ipac Strategic Investment Service Inflation Plus 7’s one-year total return is 12.98%. This was made up of a growth return of 11.72% and an income return of 1.26%. These returns were calculated as at 28 Feb 2025.

ipac Strategic Investment Service Inflation Plus 7’s one-year total return is 8.59%. This was made up of a growth return of 7.59% and an income return of 1%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the ipac Strategic Investment Service Inflation Plus 7 managed fund is :

Australian Equities
41.33%
International Equities
53.95%
Cash
0.22%
Property & Infrastructure
2.90%
Fixed Interest
1.29%
Alternatives
0.32%

The Responsible Entity for the ipac Strategic Investment Service Inflation Plus 7 managed fund is IPAC Asset Management Limited.

The ipac Strategic Investment Service Inflation Plus 7 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2025, the size of the ipac Strategic Investment Service Inflation Plus 7 managed fund was $31.61 million.

The ipac Strategic Investment Service Inflation Plus 7 managed fund has an inception date of 1 Aug 1997.

The current entry price of the ipac Strategic Investment Service Inflation Plus 7 managed fund is $ per unit and the current exit price is $1.26538 per unit (as at 20 Mar 2025).

The current exit price of the ipac Strategic Investment Service Inflation Plus 7 managed fund is $1.26538 per unit and the current entry price is $ per unit (as at 20 Mar 2025).

The minimum initial investment amount for the ipac Strategic Investment Service Inflation Plus 7 managed fund is $500,000. 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.