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  5. Suncorp Easy Super AP Capital Grnt Cash Plus - Managed fund profile

Suncorp Easy Super AP Capital Grnt Cash Plus - Managed Fund (Closed)

Fund Objective
The Fund aims to provided a capital guarantee and stable performance returns that exceed the Australian cash rate.
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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Easy Super AP Capital Grnt Cash Plus
International Equities
17.76%
Cash
6.16%
Fixed Interest
67.99%
Alternatives
8.09%
Australian Equities
0%
Property & Infrastructure
0%
Average Allocation of Peers
International Equities
27.85%
Cash
8.27%
Fixed Interest
36.21%
Alternatives
7.51%
Australian Equities
16.39%
Property & Infrastructure
3.78%

General Information

Fund Details
Type Description
Suncorp Easy Super AP Capital Grnt Cash Plus
Closed
Suncorp Portfolio Services Limited
SUN0173AU
Multisector Balanced
Not Rated
Allocated Pension
30 Jun 2006
$22.04 million (as at 31 Aug 2008)
n/a
n/a
Finalised
Offer information
Type Description
Standard entry fee 4.80%
MER 1.05% (as at 30 Jun 2006)
Minimum initial investment $25,000

FAQs about the Suncorp Easy Super AP Capital Grnt Cash Plus

The objective of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is The Fund aims to provided a capital guarantee and stable performance returns that exceed the Australian cash rate.

The strategy of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is Not applicable

The APIR code of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is SUN0173AU.

Suncorp Easy Super AP Capital Grnt Cash Plus’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Suncorp Easy Super AP Capital Grnt Cash Plus’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Suncorp Easy Super AP Capital Grnt Cash Plus’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 .

Suncorp Easy Super AP Capital Grnt Cash Plus’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 .

The asset allocation of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is :

International Equities
17.76%
Cash
6.16%
Fixed Interest
67.99%
Alternatives
8.09%
Australian Equities
0%
Property & Infrastructure
0%

The Responsible Entity for the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is Suncorp Portfolio Services Limited.

The Suncorp Easy Super AP Capital Grnt Cash Plus managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Aug 2008, the size of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund was $22.04 million.

The Suncorp Easy Super AP Capital Grnt Cash Plus managed fund has an inception date of 30 Jun 2006.

The current entry price of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Suncorp Easy Super AP Capital Grnt Cash Plus managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Suncorp Easy Super AP Capital Grnt Cash Plus 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.