InvestSMART

Suncorp Easy Sup - InTech Multi-manager Australian Equity - Managed Fund (Closed)

Fund Objective
The Fund aims to provide investors with investment returns above the S&P/ASX 200 Accumulation Index over a rolling 5-year period within a clearly defined risk profile.
Fund Strategy
Not applicable

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 5.74% 1.53% 23.22% 31.09% -7.54% -1.01% 6.25% -%
Growth return 5.74% 1.53% 23.22% 31.09% -7.54% -1.01% 6.25% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 31 Dec 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Easy Sup - InTech Multi-manager Australian Equity
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.82%
International Equities
4.26%
Cash
-1.04%
Property & Infrastructure
1.31%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Suncorp Easy Sup - InTech Multi-manager Australian Equity
Closed
Suncorp Portfolio Services Limited
SUN0077AU
Equity Australia Large Blend
starstar (as at 31 Dec 2009)
Superannuation Fund
1 Sep 1998
n/a
$19.07787 (as at 20 Jan 2010)
$19.00349 (as at 20 Jan 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.80%
MER 2.05% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 0.62% (as at 30 Jun 2009)
Minimum initial investment $2,000.00
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FAQs about the Suncorp Easy Sup - InTech Multi-manager Australian Equity

The objective of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is The Fund aims to provide investors with investment returns above the S&P/ASX 200 Accumulation Index over a rolling 5-year period within a clearly defined risk profile.

The strategy of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is Not applicable

The APIR code of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is SUN0077AU.

Suncorp Easy Sup - InTech Multi-manager Australian Equity’s total return last month was 5.74%. This was made up of a growth return of 5.74% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

Suncorp Easy Sup - InTech Multi-manager Australian Equity’s total return for the last three months was 1.53%. This was made up of a growth return of 1.53% and an income return of 0%%. These returns were calculated as at 31 Dec 2009.

Suncorp Easy Sup - InTech Multi-manager Australian Equity’s one-year total return is 31.09%. This was made up of a growth return of 31.09% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

Suncorp Easy Sup - InTech Multi-manager Australian Equity’s one-year total return is -1.01%. This was made up of a growth return of -1.01% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

The asset allocation of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is :

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

The Responsible Entity for the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is Suncorp Portfolio Services Limited.

The Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund was $ million.

The Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund has an inception date of 1 Sep 1998.

The current entry price of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is $19.07787 per unit and the current exit price is $19.00349 per unit (as at 20 Jan 2010).

The current exit price of the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is $19.00349 per unit and the current entry price is $19.07787 per unit (as at 20 Jan 2010).

The minimum initial investment amount for the Suncorp Easy Sup - InTech Multi-manager Australian Equity managed fund is $2,000.

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.