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  5. MLC - Five Star Capital Guaranteed Company Super - Managed fund profile

MLC - Five Star Capital Guaranteed Company Super - Managed Fund (Closed)

Fund Objective
This reserve backed superannuation bond aims to provide capital stability with a reasonable investment return by means of a capital guarantee on the net investment and two-thirds of declared bonuses.
Fund Strategy
Invest in a mix of assets including Australian and overseas property, fixed interest securities and equities. MLC's philosophy that diversification must be proved to minimise risk. Asset allocation decisions are made by MLC, but security risk is minimised by using a range of specialist managers.

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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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 0.28% 1.02% 2.06% 3.97% 4.45% 5.27% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 30 Jun 1994. 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
0.36%
Australian Equities
5.48%
International Equities
4.92%
Cash
15.99%
Property
0.52%
Fixed Interest
72.73%

General Information

Fund Details
Type Description
MLC - Five Star Capital Guaranteed Company Super
Closed
MLC Limited
Reserve Backed
Not Rated
Superannuation Fund
1 Jul 1989
$5.7 million (as at 30 Jun 1994)
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $3,000.00

FAQs about the MLC - Five Star Capital Guaranteed Company Super

The objective of the MLC - Five Star Capital Guaranteed Company Super managed fund is This reserve backed superannuation bond aims to provide capital stability with a reasonable investment return by means of a capital guarantee on the net investment and two-thirds of declared bonuses.

The strategy of the MLC - Five Star Capital Guaranteed Company Super managed fund is Invest in a mix of assets including Australian and overseas property, fixed interest securities and equities. MLC's philosophy that diversification must be proved to minimise risk. Asset allocation decisions are made by MLC, but security risk is minimised by using a range of specialist managers.

The APIR code of the MLC - Five Star Capital Guaranteed Company Super managed fund is .

MLC - Five Star Capital Guaranteed Company Super’s total return last month was 0.28%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 1994.

MLC - Five Star Capital Guaranteed Company Super’s total return for the last three months was 1.02%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 1994.

MLC - Five Star Capital Guaranteed Company Super’s one-year total return is 3.97%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 1994.

MLC - Five Star Capital Guaranteed Company Super’s one-year total return is 5.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 1994.

The asset allocation of the MLC - Five Star Capital Guaranteed Company Super managed fund is :

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

The Responsible Entity for the MLC - Five Star Capital Guaranteed Company Super managed fund is MLC Limited.

The MLC - Five Star Capital Guaranteed Company Super managed fund belongs to the Reserve Backed sector/asset class.

As at 30 Jun 1994, the size of the MLC - Five Star Capital Guaranteed Company Super managed fund was $5.7 million.

The MLC - Five Star Capital Guaranteed Company Super managed fund has an inception date of 1 Jul 1989.

The current entry price of the MLC - Five Star Capital Guaranteed Company Super managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the MLC - Five Star Capital Guaranteed Company Super managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the MLC - Five Star Capital Guaranteed Company Super managed fund is $3,000.

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.