InvestSMART

Regal Life Insurance Bond - Capital Stable - Managed Fund (Closed)

Fund Objective
To achieve optimum returns with pre-determined risk categories.
Fund Strategy
To concentrate on the asset allocation decision as a means of risk management.

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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% p.a.
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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 0.89% 2.23% 2.22% 6.02% 8.45% 9.55% -% -%
Growth return 0.89% 2.23% 2.22% 6.02% 8.45% 9.55% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.67% 3.34% 8.26% 9.04% 12.12% 10.82% 6.61% 6.51%
As at 31 Oct 1990. 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
7.50%
Australian Equities
16.35%
International Equities
27.95%
Cash
8.17%
Property & Infrastructure
3.82%
Fixed Interest
36.20%

General Information

Fund Details
Type Description
Regal Life Insurance Bond - Capital Stable
Closed
OnePath Life Limited
Multisector Balanced
Not Rated
Investment Fund
5 Oct 1987
$1.6 million (as at 30 Sep 1990)
$1.3166 (as at 19 Nov 1990)
$1.3166 (as at 19 Nov 1990)
Finalised
Offer information
Type Description

FAQs about the Regal Life Insurance Bond - Capital Stable

The objective of the Regal Life Insurance Bond - Capital Stable managed fund is To achieve optimum returns with pre-determined risk categories.

The strategy of the Regal Life Insurance Bond - Capital Stable managed fund is To concentrate on the asset allocation decision as a means of risk management.

The APIR code of the Regal Life Insurance Bond - Capital Stable managed fund is .

Regal Life Insurance Bond - Capital Stable’s total return last month was 0.89%. This was made up of a growth return of 0.89% and an income return of 0%. These returns were calculated as at 31 Oct 1990.

Regal Life Insurance Bond - Capital Stable’s total return for the last three months was 2.23%. This was made up of a growth return of 2.23% and an income return of 0%%. These returns were calculated as at 31 Oct 1990.

Regal Life Insurance Bond - Capital Stable’s one-year total return is 6.02%. This was made up of a growth return of 6.02% and an income return of 0%. These returns were calculated as at 31 Oct 1990.

Regal Life Insurance Bond - Capital Stable’s one-year total return is 9.55%. This was made up of a growth return of 9.55% and an income return of 0%. These returns were calculated as at 31 Oct 1990.

The asset allocation of the Regal Life Insurance Bond - Capital Stable managed fund is :

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

The Responsible Entity for the Regal Life Insurance Bond - Capital Stable managed fund is OnePath Life Limited.

The Regal Life Insurance Bond - Capital Stable managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 1990, the size of the Regal Life Insurance Bond - Capital Stable managed fund was $1.6 million.

The Regal Life Insurance Bond - Capital Stable managed fund has an inception date of 5 Oct 1987.

The current entry price of the Regal Life Insurance Bond - Capital Stable managed fund is $1.3166 per unit and the current exit price is $1.3166 per unit (as at 19 Nov 1990).

The current exit price of the Regal Life Insurance Bond - Capital Stable managed fund is $1.3166 per unit and the current entry price is $1.3166 per unit (as at 19 Nov 1990).

The minimum initial investment amount for the Regal Life Insurance Bond - Capital Stable 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.