InvestSMART

RetireInvest Pref Super - Growth Investment - Managed Fund (Closed)

Fund Objective
High returns over the medium to long term.
Fund Strategy
To invest with investment managers whose portfolios are predominantly invested in or biased toward local and overseas shares.

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 -0.5% -0.75% 19.24% 8.63% 7.55% -% -% -%
Growth return -0.5% -0.75% 19.24% 8.63% 7.55% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.65% 2.31% 3.82% 11.23% 11.01% 11.65% 8.32% 8.66%
As at 31 Oct 1991. 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
5.59%
Australian Equities
27.93%
International Equities
34.69%
Cash
5.21%
Property & Infrastructure
6.10%
Fixed Interest
20.47%

General Information

Fund Details
Type Description
RetireInvest Pref Super - Growth Investment
Closed
Optimix Investment Management Limited
Multisector Growth
Not Rated
Superannuation Fund
30 Jun 1989
n/a
$1.196 (as at 31 Oct 1991)
$1.196 (as at 31 Oct 1991)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
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FAQs about the RetireInvest Pref Super - Growth Investment

The objective of the RetireInvest Pref Super - Growth Investment managed fund is High returns over the medium to long term.

The strategy of the RetireInvest Pref Super - Growth Investment managed fund is To invest with investment managers whose portfolios are predominantly invested in or biased toward local and overseas shares.

The APIR code of the RetireInvest Pref Super - Growth Investment managed fund is .

RetireInvest Pref Super - Growth Investment’s total return last month was -0.5%. This was made up of a growth return of -0.5% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

RetireInvest Pref Super - Growth Investment’s total return for the last three months was -0.75%. This was made up of a growth return of -0.75% and an income return of 0%%. These returns were calculated as at 31 Oct 1991.

RetireInvest Pref Super - Growth Investment’s one-year total return is 8.63%. This was made up of a growth return of 8.63% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

RetireInvest Pref Super - Growth Investment’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 1991.

The asset allocation of the RetireInvest Pref Super - Growth Investment managed fund is :

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

The Responsible Entity for the RetireInvest Pref Super - Growth Investment managed fund is Optimix Investment Management Limited.

The RetireInvest Pref Super - Growth Investment managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 1991, the size of the RetireInvest Pref Super - Growth Investment managed fund was $ million.

The RetireInvest Pref Super - Growth Investment managed fund has an inception date of 30 Jun 1989.

The current entry price of the RetireInvest Pref Super - Growth Investment managed fund is $1.196 per unit and the current exit price is $1.196 per unit (as at 31 Oct 1991).

The current exit price of the RetireInvest Pref Super - Growth Investment managed fund is $1.196 per unit and the current entry price is $1.196 per unit (as at 31 Oct 1991).

The minimum initial investment amount for the RetireInvest Pref Super - Growth Investment managed fund is $1,000.

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.