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  5. Over 50's Qld ABA Money Multiplier - Managed fund profile

Over 50's Qld ABA Money Multiplier - Managed Fund (Closed)

Fund Objective
A friendly society bond aiming to achieve above average returns without compromising security to achieve a consistent real returnabove inflation.
Fund Strategy
To invest in fixed interest securities.

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 0.17% 0.5% 0.99% 2% 2% 2.03% 2.28% 3.39%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 31 Jul 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Over 50's Qld ABA Money Multiplier
Cash
79.79%
Fixed Interest
20.21%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.57%
Fixed Interest
92.51%
Australian Equities
0.63%
International Equities
0.02%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
Over 50's Qld ABA Money Multiplier
Closed
Over 50's Qld Friendly Society
OVS0008AU
Bonds - Australia
Not Rated
Investment Fund
1 Mar 1983
n/a
n/a
n/a
Finalised
Offer information
Type Description

FAQs about the Over 50's Qld ABA Money Multiplier

The objective of the Over 50's Qld ABA Money Multiplier managed fund is A friendly society bond aiming to achieve above average returns without compromising security to achieve a consistent real returnabove inflation.

The strategy of the Over 50's Qld ABA Money Multiplier managed fund is To invest in fixed interest securities.

The APIR code of the Over 50's Qld ABA Money Multiplier managed fund is OVS0008AU.

Over 50's Qld ABA Money Multiplier’s total return last month was 0.17%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2000.

Over 50's Qld ABA Money Multiplier’s total return for the last three months was 0.5%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2000.

Over 50's Qld ABA Money Multiplier’s one-year total return is 2%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2000.

Over 50's Qld ABA Money Multiplier’s one-year total return is 2.03%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2000.

The asset allocation of the Over 50's Qld ABA Money Multiplier managed fund is :

Cash
79.79%
Fixed Interest
20.21%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Over 50's Qld ABA Money Multiplier managed fund is Over 50's Qld Friendly Society.

The Over 50's Qld ABA Money Multiplier managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Jul 2000, the size of the Over 50's Qld ABA Money Multiplier managed fund was $ million.

The Over 50's Qld ABA Money Multiplier managed fund has an inception date of 1 Mar 1983.

The current entry price of the Over 50's Qld ABA Money Multiplier managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Over 50's Qld ABA Money Multiplier managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Over 50's Qld ABA Money Multiplier 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.