InvestSMART

Suncorp Insurance Bond - Suncorp Traditional Growth - Managed Fund (Closed)

Fund Objective
Capital growth with income through a portfolio of domestic and international shares, property and fixed interest assets, domestic and international.
Fund Strategy
An unlisted Insurance Bond which invests primarily in Shares in Australia with an objective of providing capital 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 0.05% 0.09% 2.57% -1.79% 4.11% 3.99% 4.45% 6.09%
Growth return 0.05% 0.09% 2.57% -1.79% 4.11% 3.99% 4.45% 6.09%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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%
As at 31 Oct 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Insurance Bond - Suncorp Traditional Growth
Australian Equities
31.69%
International Equities
37.85%
Cash
8.99%
Property & Infrastructure
9.15%
Fixed Interest
7.06%
Alternatives
5.26%
Average Allocation of Peers
Australian Equities
16.35%
International Equities
27.94%
Cash
8.18%
Property & Infrastructure
3.82%
Fixed Interest
36.21%
Alternatives
7.50%

General Information

Fund Details
Type Description
Suncorp Insurance Bond - Suncorp Traditional Growth
Closed
SUNCORP Life and Superannuation Limited
SUN0212AU
Multisector Balanced
starstarstarstarstar (as at 31 Oct 2020)
Investment Fund
1 Nov 1992
$0.33 million (as at 30 Jun 2014)
$7.7452 (as at 12 Nov 2020)
$7.729 (as at 12 Nov 2020)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.25% (as at 30 Jun 2013)
Minimum initial investment $2,000.00

FAQs about the Suncorp Insurance Bond - Suncorp Traditional Growth

The objective of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is Capital growth with income through a portfolio of domestic and international shares, property and fixed interest assets, domestic and international.

The strategy of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is An unlisted Insurance Bond which invests primarily in Shares in Australia with an objective of providing capital growth.

The APIR code of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is SUN0212AU.

Suncorp Insurance Bond - Suncorp Traditional Growth’s total return last month was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

Suncorp Insurance Bond - Suncorp Traditional Growth’s total return for the last three months was 0.09%. This was made up of a growth return of 0.09% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.

Suncorp Insurance Bond - Suncorp Traditional Growth’s one-year total return is -1.79%. This was made up of a growth return of -1.79% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

Suncorp Insurance Bond - Suncorp Traditional Growth’s one-year total return is 3.99%. This was made up of a growth return of 3.99% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

The asset allocation of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is :

Australian Equities
31.69%
International Equities
37.85%
Cash
8.99%
Property & Infrastructure
9.15%
Fixed Interest
7.06%
Alternatives
5.26%

The Responsible Entity for the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is SUNCORP Life and Superannuation Limited.

The Suncorp Insurance Bond - Suncorp Traditional Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Jun 2014, the size of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund was $0.33 million.

The Suncorp Insurance Bond - Suncorp Traditional Growth managed fund has an inception date of 1 Nov 1992.

The current entry price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is $7.7452 per unit and the current exit price is $7.729 per unit (as at 12 Nov 2020).

The current exit price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is $7.729 per unit and the current entry price is $7.7452 per unit (as at 12 Nov 2020).

The minimum initial investment amount for the Suncorp Insurance Bond - Suncorp Traditional Growth 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.