InvestSMART

SMF Personal Pension Plan - Growth Fund - Managed Fund (Closed)

Fund Objective
High long term growth with high but acceptable level of volatility.
Fund Strategy
Split funds among several managers who have been evaluated as having the potential to obtain top quartile performance. By blending the investment style, risk profile, market outlook, and strategies of several managers the fund aims to provide investors with increased performance potential and a lower risk profile for their investment. This fund will invest in leading market linked superannuation funds with above average volatility.

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 2.46% 2.16% 6.2% 8.98% 7.5% 11.14% 9.75% -%
Growth return 2.46% 2.16% 6.2% 8.98% 7.5% 11.14% 9.75% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Jun 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

SMF Personal Pension Plan - Growth Fund
Australian Equities
37.55%
International Equities
18.24%
Cash
10.68%
Property & Infrastructure
9.12%
Fixed Interest
24.41%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.16%
International Equities
35.20%
Cash
6.37%
Property & Infrastructure
6.37%
Fixed Interest
20.93%
Alternatives
3.98%

General Information

Fund Details
Type Description
SMF Personal Pension Plan - Growth Fund
Closed
SMF Funds Management Limited
Multisector Growth
Not Rated
Allocated Pension
15 Oct 1993
$1.9 million (as at 31 Mar 1999)
$2.131 (as at 30 Jun 1999)
$2.124 (as at 30 Jun 1999)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the SMF Personal Pension Plan - Growth Fund

The objective of the SMF Personal Pension Plan - Growth Fund managed fund is High long term growth with high but acceptable level of volatility.

The strategy of the SMF Personal Pension Plan - Growth Fund managed fund is Split funds among several managers who have been evaluated as having the potential to obtain top quartile performance. By blending the investment style, risk profile, market outlook, and strategies of several managers the fund aims to provide investors with increased performance potential and a lower risk profile for their investment. This fund will invest in leading market linked superannuation funds with above average volatility.

The APIR code of the SMF Personal Pension Plan - Growth Fund managed fund is .

SMF Personal Pension Plan - Growth Fund’s total return last month was 2.46%. This was made up of a growth return of 2.46% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

SMF Personal Pension Plan - Growth Fund’s total return for the last three months was 2.16%. This was made up of a growth return of 2.16% and an income return of 0%%. These returns were calculated as at 30 Jun 1999.

SMF Personal Pension Plan - Growth Fund’s one-year total return is 8.98%. This was made up of a growth return of 8.98% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

SMF Personal Pension Plan - Growth Fund’s one-year total return is 11.14%. This was made up of a growth return of 11.14% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

The asset allocation of the SMF Personal Pension Plan - Growth Fund managed fund is :

Australian Equities
37.55%
International Equities
18.24%
Cash
10.68%
Property & Infrastructure
9.12%
Fixed Interest
24.41%
Alternatives
0%

The Responsible Entity for the SMF Personal Pension Plan - Growth Fund managed fund is SMF Funds Management Limited.

The SMF Personal Pension Plan - Growth Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 1999, the size of the SMF Personal Pension Plan - Growth Fund managed fund was $1.9 million.

The SMF Personal Pension Plan - Growth Fund managed fund has an inception date of 15 Oct 1993.

The current entry price of the SMF Personal Pension Plan - Growth Fund managed fund is $2.131 per unit and the current exit price is $2.124 per unit (as at 30 Jun 1999).

The current exit price of the SMF Personal Pension Plan - Growth Fund managed fund is $2.124 per unit and the current entry price is $2.131 per unit (as at 30 Jun 1999).

The minimum initial investment amount for the SMF Personal Pension Plan - Growth Fund managed fund 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.