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  5. Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth - Managed fund profile

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 -0.02% -0.11% 2.18% -2.6% 3.27% 3.16% 3.68% 5.31%
Growth return -0.02% -0.11% 2.18% -2.6% 3.27% 3.16% 3.68% 5.31%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Oct 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth
Australian Equities
35%
International Equities
37.55%
Cash
10.27%
Property & Infrastructure
7.13%
Fixed Interest
10.05%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.27%
Cash
6.13%
Property & Infrastructure
6.34%
Fixed Interest
20.98%
Alternatives
4.01%

General Information

Fund Details
Type Description
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth
Closed
SUNCORP Life and Superannuation Limited
SUN0006AU
Multisector Growth
starstarstarstar (as at 31 Oct 2020)
Investment Fund
1 Apr 1995
$1.03 million (as at 30 Jun 2014)
$32.9041 (as at 12 Nov 2020)
$32.8351 (as at 12 Nov 2020)
Suppressed
Offer information
Type Description
MER 1.95% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 2% (as at 30 Jun 2013)

FAQs about the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth

The objective of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is N/A

The strategy of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is N/A

The APIR code of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is SUN0006AU.

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s total return last month was -0.02%. This was made up of a growth return of -0.02% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s total return for the last three months was -0.11%. This was made up of a growth return of -0.11% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s one-year total return is -2.6%. This was made up of a growth return of -2.6% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s one-year total return is 3.16%. This was made up of a growth return of 3.16% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

The asset allocation of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is :

Australian Equities
35%
International Equities
37.55%
Cash
10.27%
Property & Infrastructure
7.13%
Fixed Interest
10.05%
Alternatives
0%

The Responsible Entity for the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is SUNCORP Life and Superannuation Limited.

The Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2014, the size of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund was $1.03 million.

The Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund has an inception date of 1 Apr 1995.

The current entry price of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $32.9041 per unit and the current exit price is $32.8351 per unit (as at 12 Nov 2020).

The current exit price of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $32.8351 per unit and the current entry price is $32.9041 per unit (as at 12 Nov 2020).

The minimum initial investment amount for the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $.

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.