InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Suncorp Easy Super Allocation Pension Imputation NEF - Managed fund profile

Suncorp Easy Super Allocation Pension Imputation NEF - Managed Fund (Closed)

Fund Objective
To provide maximum returns over the long term through capital growth and tax effective income by investing in a diversified range of Australian shares.
Fund Strategy
An unlisted Allocated Pension which invests primarily in Shares in Australia with an objective of providing balance of income and growth .

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.79% 10.29% 7.98% -19.48% -18.78% -3.19% 7.5% -%
Growth return 3.79% 10.29% 7.98% -19.48% -18.78% -3.19% 7.5% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Jun 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.70%
International Equities
4.83%
Cash
-0.81%
Property & Infrastructure
1.44%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Suncorp Easy Super Allocation Pension Imputation NEF
Closed
SUNCORP Life and Superannuation Limited
SUN0146AU
Equity Australia Large Blend
starstarstar (as at 30 Jun 2009)
Allocated Pension
24 Jun 2003
$15.08 million (as at 27 Jul 2009)
$17.9229 (as at 24 Jul 2009)
$17.9229 (as at 24 Jul 2009)
Finalised
Offer information
Type Description
Minimum initial investment $25,000

FAQs about the Suncorp Easy Super Allocation Pension Imputation NEF

The objective of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is To provide maximum returns over the long term through capital growth and tax effective income by investing in a diversified range of Australian shares.

The strategy of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is An unlisted Allocated Pension which invests primarily in Shares in Australia with an objective of providing balance of income and growth .

The APIR code of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is SUN0146AU.

Suncorp Easy Super Allocation Pension Imputation NEF’s total return last month was 3.79%. This was made up of a growth return of 3.79% and an income return of 0%. These returns were calculated as at 30 Jun 2009.

Suncorp Easy Super Allocation Pension Imputation NEF’s total return for the last three months was 10.29%. This was made up of a growth return of 10.29% and an income return of 0%%. These returns were calculated as at 30 Jun 2009.

Suncorp Easy Super Allocation Pension Imputation NEF’s one-year total return is -19.48%. This was made up of a growth return of -19.48% and an income return of 0%. These returns were calculated as at 30 Jun 2009.

Suncorp Easy Super Allocation Pension Imputation NEF’s one-year total return is -3.19%. This was made up of a growth return of -3.19% and an income return of 0%. These returns were calculated as at 30 Jun 2009.

The asset allocation of the Suncorp Easy Super Allocation Pension Imputation NEF 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 Super Allocation Pension Imputation NEF managed fund is SUNCORP Life and Superannuation Limited.

The Suncorp Easy Super Allocation Pension Imputation NEF managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 27 Jul 2009, the size of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund was $15.08 million.

The Suncorp Easy Super Allocation Pension Imputation NEF managed fund has an inception date of 24 Jun 2003.

The current entry price of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is $17.9229 per unit and the current exit price is $17.9229 per unit (as at 24 Jul 2009).

The current exit price of the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is $17.9229 per unit and the current entry price is $17.9229 per unit (as at 24 Jul 2009).

The minimum initial investment amount for the Suncorp Easy Super Allocation Pension Imputation NEF managed fund is $25,000.

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.